Learn how to export completed bookings in Blink for invoicing purposes with options to customise the export by accounting software, grouping, and date range, while handling named and unnamed service line items efficiently.
Everything you need to know about Blink Exporting!
Exporting your first completed booking
Once you have completed your first booking, you can export it for invoicing purposes by following these steps:
- Navigate to the "Bookings" tab from the navigation bar.
- To export the booking, you have two options:
- Select the booking directly using the checkbox on the left.
- Alternatively, choose "CSV Export" from the secondary header.
- Upon selecting the export option, a modal will appear, providing you with various choices, such as the date range, Export Type (e.g., MYOB, Xero), and the option to group your CSV by Purchase Order or BookingID, as entered on the booking.
Export modal
Top Filters:
The top filter allows you to select the accounting software of your choice, including General, Xero, MYOB, or Quickbooks. Selecting accounting software export, the system will automatically mark the booking as "exported."
Grouping Options:
You can now group your bookings by:
- Booking ID Number: Bookings on the export will be grouped based on their ID.
- Purchase Order #: Bookings across multiple Booking IDs but with the same PO# will be grouped together.
Date Selection:
The default date picker selection is "Completed On." However, for the General Export, especially for non-completed jobs, you have the option to search by:
- Date Created: The date the booking was made.
- Ready At: The date the vehicle or item was ready to be collected.
Custom Date Selection:
Upon selecting the Start Date, a Date Picker modal will appear. You can choose one of the pre-filled options on the left for simplicity, or you can click into the calendar section to manually select Start and End dates for your search parameters.
Accounting Software Filters:
When accounting software is selected, additional filters will be applied to the search. These include:
- Show bookings that are in Completed status.
- Exclude bookings that already have the "exported" tag.
By using these filters, you can minimize duplicate exports and obtain more accurate data for your import. You also have the option to modify the Inclusive and Exclusive tags to further narrow down your exports.
Specify Shipper (Optional):
Additionally, you can specify the shipper if you're generating a CSV export for a particular shipper only.
Named and Unnamed Service Line Items
With the new Accounting CSV Exporting feature, we have introduced an upgrade to our Service Lines. Any Named Service will now appear as an additional line on your invoice under the Vehicle Details section.
If you have one or multiple Unnamed Service lines, they will be totalled and listed on the Vehicle Details Line.