Incoming or Outgoing → Bulk export
Open the Bulk export screen for incoming or outgoing invoices.
Choose whether to export monthly, since the last export, or with filters.
Pick the invoice type: incoming or outgoing.
Select the export format.
Add line items only for CSV or XLSX exports if you need them.
Submit the export and wait for the job to be queued.
Only admins and owners can use bulk export for outgoing invoices.
Choose monthly export mode.
Select one or more months in YYYY-MM format.
Do not select more than 50 months at once.
Export invoices from the chosen months.
Use the generated export record to download the file when it is ready.
The download file name uses the selected months when months are included.
Choose filters export mode.
Apply filters such as status, due date, currency, assignee, supplier, VAT codes, ledger accounts, or analytic accounts.
Use incoming-tab filters when you want the export to match the invoice list you are viewing.
Export with no filters only if you want all invoices in that invoice type.
Choose whether to include line items, then start the export.
Line items are included only when their totals match the invoice amount.
Open the export details page from recent exports or the export record.
Check the months and expiry date, if shown.
Click Download.
If prompted, wait while the file starts downloading.
The download marks the export as downloaded.
PDF and XML exports download as a zip file.
Check that invoices exist for the months you want to export.
Refresh the page and try again.
Contact Cashfeed support if the month list still does not load.
Reduce the selection to 50 months or fewer.
Split the export into smaller batches.
Run separate monthly exports if needed.
Open the export details again and retry the download.
Make sure the export has finished before downloading.
Contact Cashfeed support if the file still is unavailable.
Confirm you have an admin or owner role.
Switch to the incoming export screen if you only need incoming invoices.
Ask an organisation admin to run the export for you.
Check that you used the same filters as the invoice list.
Include the incoming tab filter when the list view is on a specific tab.
Re-run the export with the correct supplier, VAT, ledger, or analytic filters.
