easyEDI - Create and Send EDI Files to your customers

easyEDI - Create and Send EDI Files to your customers

Creating and Emailing EDI files

Once you have linked to your Xero account, click Invoices in the menu on the left. Here, you should see your new Xero invoices appear - new or edited invoices will appear in easyEDI within a few minutes of being approved in Xero. You can immediately check Xero for new invoices by clicking Download Invoices.

From the Invoices page, you can click Send EDI to email an EDI file to your customer. You will need to enter an email address and choose a file format (CSV or DD2) the first time you email a customer. Afterwards, you can click on the contact's name to change these options.

By clicking the Action button, you can optionally view the details of the invoice, open the invoice in your Xero dashboard, or download the EDI file to your computer so that it can be manually emailed.
If Send Invoice to Contact is enabled in Preferences -> Platform Settings, EDI files will automatically be emailed to customers as soon as the invoice appears, provided easyEDI has an email address for the contact. Disable this option if you wish to manually email the files.
There are 2 options for creating EDI files - CSV files and DD2 files. CSVs are a type of spreadsheet file that can be edited in Excel and imported into almost any system, but they require some setup on the part of your customers to import. Setup is only required for the first invoice they receive - afterwards, they should import automatically. DD2 files, on the other hand, can be automatically imported without any setup required. DD2s are an industry-standard file type for newsagencies, but some non-newsagency POS systems may not be able to read the file.

Email Settings

You can customise the emails that easyEDI sends to your customers, adding a logo or changing the message that makes up the body of the email.
  1. In the menu on the left, click Preferences, then the edit symbol next to Email Template
  2. In the settings on the left, you can change how many days easyEDI will hold on to invoices before they disappear. This allows you to resend them if needed. If an invoice has been deleted, you can always get it back by changing it slightly in Xero, then downloading it again.
  3. Just below this setting, you can add a logo to your emails. Click Choose File, then select the image file you wish to appear at the bottom of your emails
  4. On the right, you can customise the body of the email as needed.
  5. When you have finished adjusting your settings, click Update.

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