Whenever a set of invoices have been generated, they are transferred to your accounting system in a condensed, voucher style format for receivables processing. This is done in the AR Voucher Transfer screen, here on the financial Transfer menu.
All invoices that have not yet been transferred are listed in the grid. The voucher format includes header detail and the invoice total amount. Click the Output button. On this screen, click the Export option. Select the Export to CSV option. Click Save to save the export file. Answer yes to this prompt to flag the vouchers as transferred.
The export file can now be imported into your accounting system so that the invoice is listed in your accounts receivable for tracking and payment.
In summary, the objective of this process is to transfer AR vouchers immediately after invoices are generated so that invoices are listed in your accounting system for receivables processing.