Exporting several invoices at once

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

A list of invoices to a certain customer in CSV or XLS file

1. Go to the Customers tab.
2. Choose a customer.
3. Open the sub tab Invoices on the right side of the screen.
4. Click on the three grey lines on the top right corner of the list.

A list of invoices with a certain status in CSV or XLS file

1. Go to the Invoices tab.
2. Choose a filter (e.g. All, Outstanding, Paid).
3. Click on the three grey lines on the top right corner of your invoice list.

Invoices from a certain period (multiple file type options)

1. Go to the Reports tab.
2. Under Accounting reports select Transactions report for accountant.
3. Select a time period.
4. Click on the Download report drop-down menu.
5. Select the relevant file type to download your invoices.

Please note:
  • The PDF file has all the invoices listed from the chosen period.
  • The XLS and CSV files only have a list of received payments (the invoices that are marked as paid). This is due to the fact that paid invoices are usually the most important for accounting.
  • Download sales invoices has the Invoices created during the chosen period in a ZIP file, in separate PDF files.
  • Download attachments has all the invoices under Sales receivables in a ZIP file, in separate PDF files.

Last Updated: Oct 04, 2019 03:52 PM

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