Easily Export Your Invoices as Excel, CSV, or PDF Files
With the ABOSS invoice module, you can export your selection of invoices in various formats, including Excel, CSV, or as PDFs bundled in a ZIP file. This guide will show you how to create custom selections and export your invoices efficiently.
Table of Contents
Creating Your Invoice Selection
Exporting to CSV, Excel, or PDFs
Exporting Selection as a ZIP File
Permissions for Exporting Invoices
1. Creating Your Invoice Selection
To create a custom invoice selection:
Select a Project if needed
From the dropdown menu, choose a specific project or select 'All Projects' to include invoices from multiple projects.
Go to your Invoices Module
This module is an overview of all your created invoices.
Custom Filter Options
Use custom filters to select a date range or narrow down your selection to criteria like paid invoices.
2. Exporting to CSV, Excel, or PDFs
Once you're happy with your selection, you can export it to your desired format. ABOSS offers three export options:
Excel: Generates an XLS file with an overview of the invoices, including details and amounts.
CSV: Provides the same output as XLS but as text and separated by semicolons.
PDF: Exports all invoices as individual PDFs bundled in a ZIP file.
How to Export
Click the Export button in the top right corner of ABOSS and select your preferred format.
The Excel or CSV files will be downloaded directly to your computer.
Note: If the export isn't working in your browser, check if popups are blocked. Here’s how you can enable popups in your browser.
3. Exporting Selection as a ZIP File
To download all your invoices as PDFs in a ZIP file:
Select 'Export Selection as ZIP File'
A notification will inform you that your invoices are being generated. Depending on the number of invoices, this process may take some time.Receive the Download Link
Once the export is ready, you will receive an email with a download link to the ZIP file. Click the link to download your file.
Note: If you don’t see the email, check your SPAM folder.
4. Permissions for Exporting Invoices
The export function is available to anyone with view, manage, or administrate permissions on invoices.