PSA sales invoices can be downloaded as a zip-file, which can then be imported to Datev for accounting purposes.
Permissions: Admin (integration settings), Invoicing
PSA plans: Growth, Business, Enterprise, Enterprise+
Enabling the integration
- Go to Settings > Integrations > Datev > Activate
- Add sales accounts
- Choose default sales account
Create sales invoices transfer file
PSA's sales invoices can be exported as a zip-file for manual import to DATEV for accounting purposes.
Go to invoice list, choose invoices and click Print & Export > Datev XML.
The zip-file contains:
- document.xml
- Binds all invoice files and attachments together.
- Invoice files
- One XML file per invoice. Filename is the invoice number, for example 1001.xml.
- Attachment files
- PDF of the invoice (similar PDF that PSA generates for printing). Invoice PDF filename is the invoice number, for example 1001.pdf.
- Other attachments that are attached to the invoice. Note! Only PDF and image files allowed.
Transferable data
The list of data that is included in the XML invoice file at this moment.
| date | Date of the invoice |
| amount | Gross value of invoice row (no tax included) |
| accountNo | Sales account number |
| tax | Tax percentage |
| currencyCode | Currency of the invoice |
| invoiceId | Invoice number |
| partyId | DATEV ID of the invoiced customer |
| dueDate | Due date |
| deliveryDate | Delivery date |
| orderId | Order identifier |
| customerName | Name of the invoiced customer |
| customerCity | City in the invoice address |