Bulk export

Where to find it

Incoming invoices → Bulk export, or Outgoing invoices → Bulk export

✅ Common tasks

Export invoices by month

1. Open Bulk export from incoming or outgoing invoices

2. Choose the monthly export option

3. Select up to 50 months containing invoices

4. Pick CSV, XLSX, XML or PDF as the format

5. Click Start export to run it in the background

XML and PDF exports download as a ZIP file; CSV and XLSX download directly.

Export invoices since your last export

1. Open Bulk export and check the unexported invoice count

2. Choose the option to export invoices not yet exported

3. Select CSV, XLSX, XML or PDF

4. Optionally include line items for CSV or XLSX

5. Click Start export

Export a filtered list of invoices

1. Apply filters or open a specific tab in the invoice list

2. Open Bulk export from that filtered view

3. Choose the option to export matching invoices

4. Select a format and start the export

For outgoing invoices, only forwarding status and recipient filters work for this option; drafts are always excluded.

🔗 See also

• Incoming invoices

• Outgoing invoices

• Reviewing and editing incoming invoice line items

• Roles and permissions

• Activity and document history