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Invoice Export

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Overview

The Invoice Export can export a custom selection of invoices. Exports are saved as Templates.

Detail

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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