From the Posted Sales Invoice Card Page

Aptean CRM  •  Article  •  4/3/2023  • 
  1. Post the required sales order to create a sales invoice that you want to send to the Aptean CRM application.
    The Posted Sales Invoice card page opens.
  2. On the action bar, select Actions > Aptean CRM > Send Invoice to send the posted sales invoice to the Aptean CRM application.
    A dialog box shows the sync result: Sales invoice sent to Aptean CRM.
  3. Click OK.
  4. On the Aptean CRM FastTab, you can see the following details when the sales invoice is sent to the Aptean CRM application successfully:
    • Message field: ERP customer invoice upserted
    • Invoice Synced toggle is turned on.