Exporting Sales Invoices

  1. Click on “Sales” from the main menu.
  2. Click on “Manage Invoices”.
  3. Select the list of invoices you want to export by checking the checkbox at the top right corner of each invoice.
  4. 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.
  5. Click on the “Actions” menu at the top of the page.
  6. Select “Export” from the dropdown menu.
  7. 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.
  8. 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.
  9. Select the data ordering method in the file from the “Order By” list.
  10. 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.
  11. Write the template name for export settings.
  12. Click the “Export” button.