Exporting Invoices

Owned by Mark Jason Brumpton
Last updated: May 17, 2023
3 min read

 

Batch Numbers

When an invoice run is performed, all the invoices on that run will be put under a Batch Number.

this Batch Number is used when reprinting the entire Invoice run, and when exporting the Invoice Data to an external Accounts Package (e.g. Sage, Xero, Quickbooks)

When we open the Export invoices screen the LATEST batch should always show at the top of the grid (providing you have not altered the Grid order)

 

 

 

Initial Data Export via CSV

The grid (in its default form) shows:-

  • Export Checkbox - Used to select Batch for export

  • Batch Number - Shows the Batch Number for exporting

  • Type - Shows the invoice Types included in that Batch

  • Currency - If you have Multi-Currency turned on then this will show the currency used for the invoices in that Batch

  • Last Export Date - If the Batch has already been exported this will show the date that it was LAST done

  • Filename - If the Batch has already been exported this will show the filename used for that export

To export the Batch as a CSV for import into your chosen Accounts Package (NOTE: QuickBoooks Online will use a link instead of a csv export)

  1. Tick the Export Checkbox next to the Batch Number that you wish to export

  2. Click the Export button in the top right of the screen

  3. A csv file will be downloaded to your Downloads Folder

  4. The Filename and Download Date / Time will be inserted into the Grid

 

 

 

Re- exporting previous CSVs

In order to Re-Export Invoice Data, first untick the Only Show Invoices Not Yet Exported checkbox at the top right of the grid

Previously exported batches should now show and will have the Last Export Date and Filename showing.

  1. Tick the Export Checkbox next to the Batch Number that you wish to export

  2. Click the Export button in the top right of the screen

  3. A csv file will be downloaded to your Downloads Folder

  4. The Filename and Download Date / Time will be inserted into the Grid

NOTE: If several Batches have been exported on a single Filename, you only need to select ONE batch number, all batches using that previous filename will be exported again

 

 

 

QuickBooks Online

 

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