How do I Export Invoices to an Excel Sheet using Bulk actions in Invoices App?

Updated on December 12, 2018 03:47AM by Admin

Bulk action option allows you to edit several invoices records simultaneously. You can export the invoices to an excel sheet. Let’s see how it's done. Here we go!

Note: Line levels in the Invoice App, has a constraint that it can be exported only if All Fields are selected and not for the current view of the screen.

Steps to Export Invoices to an Excel Sheet using Bulk Actions

  1. Login and access Invoices app from your universal navigation menu bar.
  2. Click on “Show All” from the “List” drop-down from the left navigation panel.
    Invoice Home screen
  3. Select a bulk of invoices you would like to export in excel sheet.
  4. Once you select a few invoices, “Bulk Actions” button gets activated.
    Bulk Action Selection.
  5. Click on the button to view all the possible actions.
  6. Now, select the “Export -> .xls” from the drop-down options and choose “All Fields” if you want a Line Level Export of the Invoice App.
    Exporting a Line Level
  7. You can view the result as shown in the image below:
    Exported sheet

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