Invoice export for Talenom

Customer information and account coding can be exported to the Talenom accounting system. The export must be configured by Opter.Contact for more information.

Step 1: Create an invoice export in Opter

Click on Economy > Invoices > Invoice export and create a new invoice export by clicking on .

The following fields must be filled in on the General tab:

Name: for example “Talenom”.
Type: XmlSerializer.
Encoding: UTF-8.
One file per invoice:

Optional:

PDF embedded in xml base data (base64): The invoice from Opter is added as an attachment to the invoice in Talenom.

The following fields must be filled in on the File transfer tab:

Method: Talenom Invoice API
Client identity: Username for the Talenom web service (not Talenom Online Service). Contact Talenom if you do not know what this is.
Client key: Password for the Talenom web service (not Talenom Online Service). Contact Talenom if you do not know what this is.

Click on to save all changes.

Step 2: Insert the transform on the invoice export

This step is ordered by Opter. Contact for more information.

Step 3: Add the invoice export in the invoice export settings

Click on Economy > Invoices > Invoice export settings and select “Talenom” (or the name you gave the invoice export) for the groups that should be able to generate an export to Talenom.

Step 4: Export to Talenom

The invoice information can be exported from Opter when closing an invoice period, or subsequently when choosing whether to export entire invoice periods or individual invoices. Customer information and account coding are exported to Talenom as specified in the transform.

How to export invoices retrospectively:

Click on Economy > Invoices > Invoices.
Right-click on an invoice period or individual invoice and select Export.
Click on Export and send.

The number of invoices to be exported and the number of invoices exported are displayed, as well as a progress bar.

Troubleshooting

If the transfer to Talenom does not work, a message is displayed in the invoice export log. The message is generated by Talenom, not Opter. Any errors are usually due to one of the following: