How to facilitate a PDF export of my documents in Striktly.
Discover how Striktly's integration with PDF export can streamline your invoice and credit note processing. With this integration, you can easily convert your invoices and credit notes into PDF files, organized by their booking date. Please note that sending these PDF files must be done manually afterwards.
What do you need to successfully use this integration:
- Striktly accountancy feature
- The e-mail address to which the PDF files have to be send
Establish the connection:
- Log in to the admin panel and go to the "Integrations" tab.
- Navigate to PDF export and click on "Configure".
- You will be shown the following page:
- Select the documents you wish to convert into a PDF file. For both income and expenses, you can choose to export your invoices and credit notes separately or bundled.
- Select "Next".
- You will be shown the following page. When you navigate to the displayed data, you will see a pencil icon appear. Select the icon in order to edit the dates.
- Select the start and end date of the period from which you want to convert your documents into a PDF file.
Don't forget to save your adjustments by clicking on the green check mark!
- Select "Next".
- You will be shown the following page:
- Enter the e-mail address to which the PDF files have to be send.
- Select "Save".