The Invoice Export can export a custom selection of invoices. Exports are saved as Templates.
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Screen Overview
Header
Template Name - Name of the Template. Hit F9 to pull up an existing one
Header Record - This checkbox will set if there is a header record or not.
Description - Description for the Template
File Name - Name of the file. This will include the file path. Use ‘Browse’ button to select
Browse - This button will select the File name. Select the path and entered the name of the file
Executing Template
Export Template -
Export Criteria
Fields to Export
User Guide
Using Exported .TXT in Excel
The export will generate as a tab delimited .txt file. You can open in Excel by dragging the file into an open Excel window.
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