How to export invoices

There are 2 ways to export invoices from the 7bridges software

Introduction

This document describes the different ways you can export invoices from the 7bridges software. Specifically:

1. How to export headline data for a group of invoices
2. How to export an individual invoice

Export headline data for a group of invoices

You can export an 'invoices report' with headline information from the Invoices section of the 7bridges software.

1. Go to the Invoices section
2. Filter the table to display the invoices you want a report on
3. Select a number of invoices using the checkbox against each row. You can also click the checkbox in the table header row to select all rows and even have the option to select all invoices even if they are not currently displayed.
4. Click the Invoices list button to download a CSV file of all invoice headline data.

Export an individual invoice

You can also export the raw files for an individual invoice.

1. Go to the Invoices section or search for an invoice in the navigation Search box
2. Open the invoice you want to export
3. Click the Download dropdown button at the top of the page and select the file type you want

Marking the invoice as exported

There is optional functionality to also mark exported invoices for easier workflow tracking. There will be a checkbox in the top right corner (as above) to mark that invoice as exported.

This setting is then reflected in the invoices table and is filterable as shown here: