- Click on “Sales” from the main menu.
- Click on “Manage Invoices”.
- Select the list of invoices you want to export by checking the checkbox at the top right corner of each invoice.
- You can select the checkbox at the top of the page to select the entire list of invoices and choose from:
- Select all invoices on the current page.
- Select all invoices on all pages.
- Click on the “Actions” menu at the top of the page.
- Select “Export” from the dropdown menu.
- Choose the desired export type and select from:
- Invoices: the system exports only summary data and total invoices.
- Items: the system exports invoice data including details of items (products and services) included in each invoice.
- Select the data to be exported in the file by choosing columns from the “Invoice Fields” menu.
- Note: If the export type is set to “items”, the data required to export items within the invoice can be adjusted from the “Invoice Fields” list.
- Select the data ordering method in the file from the “Order By” list.
- Select the desired file type and choose between Excel, CSV, or XML formats.
- To save the selections at the top and avoid repeating the process of choosing the fields and data each time you export, select the “Save as Template” checkbox.
- Write the template name for export settings.
- Click the “Export” button.