How to export invoices in PDF / CSV format?

Context

You can always consult ProAbono reports to export all your data.

• Subscriptions
• Customers
• Invoices
• Transactions
• etc..

Procedure

1. Access the invoice export

• Click on the “Reports” button from the left menu.
• Select the “Invoices” report.

2. Choose the filters based on your criteria

You can filter by:

• a range of invoice issuance dates

• invoice status (paid, etc.)

• associated payment methods

3. Open the export page

• Open the “Actions” menu.
• Then choose “Download PDFs”.

A zip file containing all the invoices in the filtered list will be downloaded to your PC/Mac.

Note

If you want to give access to your accountant to directly retrieve the invoices, contact your account manager to add a new agent to your environment.

4. Open the export page

• Open the “Action” menu.
• Then choose “Export”.

5. Launch the Export

Click on the button corresponding to the desired output format: CSV

Note

If you want to give access to your accountant to directly retrieve the invoices, contact your account manager to add a new agent to your environment.