Export/Import Invoices

  • Updated
Export invoices to download existing data, and import invoices to upload or update records in bulk. Use these features to move invoice data between systems or manage large volumes efficiently.
 

Prerequisites

  • Users with the Community Administrator, View Transactions, or Create Invoices role can take actions.
  • For import: a properly formatted CSV/XLSX file matching the system template 
  • For export: invoices must already exist in the system

 

Essential Details

  • Background Jobs: If you are exporting a large amount of data, it might take a minute to process. You don't have to stay on the page; you can come back to the Background Jobs screen later to find your file.
  • Exports are processed as Background Jobs and are available for 7 days for download (in CSV format).

 

Access Invoices Screen

  1. Navigate: Go to the Invoices module. The Invoices screen will populate.

  2. Direct Search: If your search exactly matches an invoice number, that invoice will open directly.

  3. Default View: By default, the screen displays invoices from the last 90 days. You can customize the date range by selecting the dropdown in the Period field.

 

Export Invoices

To export the list of invoices currently displayed based on your filters:

  1. Click Export in the top right (next to Filters) and select Export Invoices. This creates a report with all invoices that match the current filters.

 

  1. In the Job Submitted pop-up box, click the here hyperlink.

 

  1. On the Background Jobs screen, wait for the status to show Finished.

  2. Select Download to save the CSV file to your device.

 

Import Invoices

Import invoices into the system in bulk to save time and reduce manual entry errors. Use this feature when you have multiple invoices prepared in a supported file format (e.g., CSV or Excel).
  1. Click Import in the top right (next to Export).
  2. Select Download Template, for the required upload CSV template.
    • Click Download Specification for all required fields and details.
  3. Once the file has been updated, save as CSV format and click Browse to upload your file.
  4. Select Process Import.

 

Results/Validation

  • A confirmation message appears after successful import
  • Imported invoices are visible under Invoices ▸ All Invoices