Configure Jortt exports

Export completed work orders to Jortt as concept invoices, and export new customers.

Configure Jortt exports

Introduction

The Jortt export sends your completed work orders to Jortt as concept invoices. It can also create new customers in Jortt when a work order needs one.

Detailed explanation

OutSmart picks up work orders that are Complete and have the invoicing work order status you chose. By default this is status 1 – Naar Jortt, but you can select a different status.

For each work order, OutSmart builds a concept invoice:

• materials become invoice lines
• hours become invoice lines, priced from the OutSmart hour type
• all lines use 21% VAT

You can configure:

• Invoicing work order status — which status marks a work order ready to invoice
• Default payment term — 1 to 90 days, used when the customer has no term set
• Round hours — none, 5, 15, or 30 minutes
• Invoice reference field, remark above the lines, and remark below the lines — free text fields that support tags

If a work order's customer does not yet exist in Jortt, enable Export relations so OutSmart creates the customer first. Without it, the work order cannot be invoiced.

After a successful export, the work order is set to Handled (Afgehandeld). If the export fails, the work order gets status 99 – Error and is skipped in future syncs until you fix it and reset the status manually.

Step-by-step guide

1

Open the Jortt settings

Go to Settings → General → Software integrations and open Jortt.

2

Enable the invoice export

Tick Factuur under the export settings.

3

Choose the invoicing status and options

Select the work order status that marks an order ready to invoice.

Set the default payment term, hour rounding, and any reference or remark text.

4

Enable relations export if needed

Tick Exporteer relaties so OutSmart can create missing customers in Jortt.

5

Save and sync

Click Save, then run a sync to send eligible work orders.

FAQ

Which work orders get exported?

Work orders that are Complete and have the invoicing status you set (by default, status 1 – Naar Jortt).

Are invoices sent to my customer automatically?

No.

OutSmart creates a concept invoice in Jortt. You review and send it from Jortt.

Why did a work order get status 99?

The export failed for that work order.

Open the log to see the reason, fix it, then reset the work order status so it is picked up again.

Do materials on the invoice become products in Jortt?

No.

Materials appear as invoice lines, but they are not created as materials in Jortt.

References

• Jortt
• Configure Jortt imports
• Troubleshoot Jortt