Download invoices

This action is possible in the elements:

  • Sent
  • Reminders
  • Exhortations
  • Paid
  • Unpaid
  • Outstanding
  • Overdue

In the above element, you can download invoices. There are three options:

  • Download one invoice to PDF
  • Download all invoices from one element to PDF
  • Download all invoices from one element to Excel

Download one invoice to PDF

Go to the element with the invoice. Click on the invoice number of the invoice you want to download. Then click on ‘Download PDF’ in the toolbar. The invoice will be downloaded immediately.

Download all invoices from one element to PDF

Go to the element with the invoices you want to download. Click on ‘Download PDF’ in the toolbar. You will then see a screen with PDF batches. One PDF batch can contain up to 50 invoices. Therefore, if you download more than 50 invoices, the system will create multiple batches. Click on ‘Download’ behind the name of a batch to download the batch.

Download all invoices from one element to Excel

Go to the element with the invoices you want download to Excel. Click on ‘Download Excel’ in the toolbar. You will then see a screen with several fields.

  • Content – Here you can indicate which content you want to download. If you choose for invoice, the information of the invoice with the total amount will be included in the download. If you choose for invoice lines, all invoice lines will be included in the download, each on a separate row.
  • Status – Choose the status of the invoices you want to download. You can choose from the following options:
    • All statuses
    • Sent
    • Reminders
    • Exhortations
    • Paid
    • Unpaid
  • Method of collection – Here you can select a specific collection method. This way, you can quickly make an export of e.g. only invoices with a transfer request. You can choose from the following options:
    • All payments
    • Transfer
    • Online payment
    • Direct debit
  • Period – If you only want to download invoices from a certain period, here you can indicate the beginning and end of that period. If you leave these fields empty, all relevant invoices from the element will be included in the download.
  • Type – Choose the file format of the download.
  • Link – Select this option if you want to include information of relations from their Organization profiles in the download. Only the information of linked relation profiles will be included.
  • Export set – Here you can choose an export set from Settings – Export in the Organization Application. You can only choose the export sets that were made available for the Financial Application. If you selected the field ‘Link’, the selected export set will be used for the information included in the download.
  • Link parent element – This option is relevant if you work with e.g. contact persons of companies. Here you can choose to include the information of the parent elements (e.g. companies) in the export as well.

Click on ‘export’ to confirm. The file will be downloaded immediately.