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Exporting several invoices at once

You have multiple options to download your invoices from Zervant. We also plan to improve our reports in the future to make the export as clear as possible for your accounting.

 

A list of invoices from a certain customer as a .csv file

  1. Go to the tab >Customers and select a customer
  2. Click the tab >Invoices on the right side of the screen
  3. Click on the >three parallel lines on the top right corner of the list to download

    Download_data_from_customer_as_csv.png

 

A list of invoices with a certain status as a .csv files

  1. Go to the tab >Invoices
  2. Choose a filter (e.g., All, Outstanding, or >More: Overdue, Paid, Deleted)
  3. Click on the >three parallel lines on the top right corner of the list to download

e.png


Invoices from a certain period (multiple file type options)

  1. Go to the tab >Reports
  2. Select >Sales report 
  3. Set your >Date range 
  4. Click on the >Download report drop-down menu
  5. >Select the relevant file type to download your invoices
  6. All invoices in the selected date range are downloaded as pdf files in a zip file.
Sales report new.png


Read more about Zervant’s reports.
 
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