This feature lets you download all invoices linked to expenditure and revenue book entries in one go.
Looking to export invoices to send to your members? Check out this article instead: Tracking and exporting issued tax receipts, invoices, and payment receipts
This article covers the following topics:
Accessing the download page
You can access the invoice export from the Exports > Accounting page.
To learn more about the export center, check out our dedicated article: Overview of the export center
Starting the invoice download
You'll receive by email all invoices linked to accounting book entries — no need to go through each entry one by one.
Click Export.
In the side panel that appears, set the date range. Click the second Export button to receive the folder by email.
The export will be sent within 1 hour to the email address linked to your user account, as a download link valid for 30 days.
Note: if you have dependent advanced groups, the export will include invoices linked to entries for those groups. These invoices will be organized into separate folders, each named after the group. For independent advanced groups, the export is done directly at the group level.
Learn more:
Comments
0 comments
Article is closed for comments.