Exporting invoices as a CSV file is useful when you need to analyze invoice data, share it with other teams, or import it into accounting or spreadsheet software. Here's how to export your invoices in CommBilling:
- Go to the Sales Documents section in the main menu.
- Click on the Invoices tab to view your list of invoices.
- Browse through the list of invoices and select the invoices you wish to export.
- After selecting the invoices, click on Bulk Action at the top of the invoice list.
- From the options, choose Export as CSV.
CommBilling will automatically generate and download a CSV file with the selected invoices.
When to Use CSV Exports
Exporting invoices as a CSV is particularly useful when you need to:
- Perform data analysis or reporting in spreadsheet tools.
- Share detailed invoice data with your accounting team.
- Import invoice data into accounting or financial software.
This simple process allows you to extract and manage invoice data efficiently for your business needs.