Send Invoice Files Using an Integration

You can send invoice files to a client organization's end point using the Magnit I/O integration feature. Magnit I/O provides APIs and a data feed system for sending, receiving, and processing data from external systems.

This page displays invoices that are waiting to be sent, and history of invoices that have already been sent, including resent files. You can also preview the file before sending.

The data integration must be enabled at the client organization level by a SysAdmin user in order to view the Manage Invoice Files option on the Billing page. MSP users (Finance or Client Services) require the 'Billing' permission to complete billing related tasks. The integration also requires configuration in the Magnit I/O tool interface. See these related topics:

For more information about the Magnit I/O integration, contact your Program Representative.

  1. Navigate to the Home page in the MSP view.
  2. Click Billing.
  3. Click the Invoicing tab, and then click the Manage Invoice Files button.
  4. On the Invoice Files page, click Create.
  5. In the popup window, use the search feature to locate invoices to include in the file.
    Note: Only invoices in the 'Locked' and 'Finalized' status display in the search results.
  6. In the search results, select the check box in the row for each invoice to include in the invoice file. You can click the check box in the header row to select all invoices in the search result table.
  7. Click Save.
    You can view the process progress while the system compiles the invoice file. When the process completes, you can click Preview to the file before you send it to a client.
  8. Click Send.