It is possible to make two types of export of the search result, the images can be bundled in a PDF and the invoice information can be saved in an Excel file. Both types are done in the same way where a link to the relevant file is emailed to selected recipients.
Selecting invoices
Step 1 is to select the invoices to be exported and this can be done in 3 ways and you always see above the invoice list how many invoices you have selected.
Total result
To export all invoices on all pages in the search result, click on select all. The maximum number of invoices that can be exported in a batch is 5000.
Full page
To select all invoices on the current page, check the checkbox next to the title.
Single invoices
To select individual invoices in the search results, check the checkbox to the left of each row.
Select recipients
- Once you have selected the invoices to be exported, select options from the drop-down list.
If you choose Excel, you can also include the coding rows in the result. - Click on Export.
A form opens to send an email to the people who should have access to the file.
- Enter the recipients. Your own email address is always suggested as a recipient, but you can add and remove recipients as you wish.
- Enter a name for the file being created.
- Write a message if necessary.
- Click on Send.
The file is created and a link is emailed to the specified recipients, it may take a few minutes depending on the file size.
Click on the link in the email and the file will open and can then be downloaded or printed.
Please note that the link expires after 2 days.
If you choose not to specify yourself as the recipient, you will receive a confirmation email that the export has been sent.
Which images are included in the PDF export?
- Invoice images that are in PDF format.
- Attachments, in PDF format, that are of type Invoice.
- For split invoices using the same invoice image, only one copy of the image is included.
What is included in the Excel file?
The Excel file includes all the columns you have chosen to display in the search results.
To add/remove columns or change their order, go to Settings in the black menu column.