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

Updated on February 27, 2020 04:09AM by Admin

The 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!

  • Go to Invoices App → Show All → Select the records to be exported → Bulk Actions → Export.
Show All

Export all fields without tables in Invoices App

All Fields

  • In all fields export, you can export all the information in the record excluding the tables like Custom tables, Services provided, and Products/Items sold.
All Fields Sheet
  • Here, you can see that the tables present in the Invoices app like Services provided and Products/Items sold are not exported.
Table Not Added

Export all fields with tables in Invoices App

all fields with Tables

  • In all fields with Tables export, you can export all the information in the record including the tables like Custom tables, Services provided, and Products/Items sold.
All Fields with Tables - Sheet
  • Here, you can see that the tables present in the Invoices app like Services provided and Products/Items sold are also exported.
Table Added

Current View Export

  • Want to export only the data present in the Show All page for each record? You can use the export → Current view feature to export the record in its present view.
Current View
  • In this view, you can only see the Invoice’s number, customer name, contact, total, status, created on, expiration date and Invoice date which are mentioned in the Show All page.

Export