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Export invoice information ​

When to use it ​

Use this guide when you need to export invoice information.

Before you start ​

  • Open Invoices from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes ​

Viewing or downloading this information does not itself change the source records.

Invoice information can be downloaded for the selected scope.

Validation and sync can send invoice, tax or delivery information for further processing. Printing or exporting makes a copy; a payment request is not evidence that the customer paid.

Steps ​

  1. Set the required filters in Sales → Invoices.
  2. Use Export CSV for the list data, or Invoice actions → Bulk Export with Filters for the bulk export option.
  3. Wait for the export result and check the downloaded file against the filters you chose.

Screenshot placeholder: Invoices: export invoice information.

Screenshot to add: Invoices: export invoice information. Capture filename: images/export-invoice-information.png.

Restrictions ​

CSV is a spreadsheet file. Exporting records does not change their payment or order status.