How to Export Invoice, Payment, and Credit Note Reports in the Invoice & Finance Module?

The Invoice & Finance module offers users the ability to export for invoice, payment, and credit note reports in an easily accessible format. Whether you need a consolidated overview or itemized details, exporting data is a simple and efficient process. Follow the steps below to export invoice, payment, credit note reports.

Exporting Invoice Reports

If you wish to export an invoice report file, you can do so in Excel format. Here’s how:

1. Navigate to the Invoice & Finance Module. 

2. Select the Options Button

3. Choose "Export"

4. Choose Your Export Format
   You will be given two options for exporting your data:

   • Consolidated Export: This option exports a listing following the invoice numbers.

   • Itemized Export: This option exports the data in a detailed listing following individual items.

Choose the export format that best fits your needs, and download the report in Excel format.

Exporting Payment Reports

To export a payment report file, follow these steps:

1. Go to the Invoice & Finance Module

2. Select the Options Button

3. Select View Payment & Receipt

4. Click the Options Button

5. Choose "Export Payment"

6. Select Payment Type
   You will be able to filter the payment report by Payment Type. You can choose from:

   • Full Payment

   • Partial Payment

   • Advance Payment

If you wish to export all payment types in one report, simply select All Payment Types.

Exporting Credit Note Reports

To export a credit note report file, follow these steps:

1. Go to the Invoice & Finance Module

2. Select the Options Button

3. Select View Credit Notes

4. Click the Options Button

5. Choose "Export Credit Note(s)"

6. Choose Your Export Format: Export Consolidated or Export Itemized.