Use the Export Invoices feature to download invoice data from the system. This is useful when you need to perform analysis, reconcile transactions, share invoice information, or import data into another application.
Prerequisites
- Users with the Community Administrator, View Transactions, or Create Invoices role can take action.
- Invoices must already exist in Unimarket.
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).
Export Invoices
Navigate: Go to the
Invoicesmodule. The Invoices screen will populate.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.
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.
In the Job Submitted pop-up box, click the here hyperlink.
On the Background Jobs screen, wait for the status to show Finished.
Select Download to save the CSV file to your device.