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Export Posted Invoices Search Results

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Crystal Robertson
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Fusebill allows you to export your posted invoices search results in CSV format for further analysis using other tools, or for reporting purposes.

Only filtered results are exported. Therefore, make sure you have applied the correct filters to reflect the subset of invoices you wish to export prior to beginning the export process. For more information about filtering the Posted Invoices Grid, see Search for Posted Invoices.

To export the posted invoices search results:

  1. Click Export in the upper right corner of the page.mceclip0.png

    The Invoices - Export CSV pop-up appears noting the total number of filter results to be exported.mceclip1.png

  2. Optionally, add a Reference code.

  3. Specify whether you want a Summary or Detailed report.

  4. Specify whether to include basic or full customer details.

  5. Click Export.

    Once the export process is completed, a success screen appears and an email is automatically sent to the user requesting the report.

  6. Download the report by:

    • clicking Download on the success screen

    • navigating to Home>Jobs>Exports, finding the correct file, and clicking Download in the Actions column

    The CSV file is downloaded to your default Downloads folder.

RELATED TOPICS::

Posted Invoices Grid - Overview

Search for Posted Invoices

 

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