Skip to main content

Export Invoices For Spiff

The Spiff report will generate a report/list of all invoices you need to claim for. This report is then exported to Excel. In Excel, you delete all rows/columns except for the one column which contains the invoice code. Then you use the Invoice Export utility to generate a PDF of all the invoices in the Excel file. This same process can be used for other reports where a list of invoices is produced that need to be exported.

Run OE-35 Report​

  1. Go to Invoicing > Reports 3 > OE-35 Manufacturer Spiffs report

  2. Select criteria and click OK.

Export to Excel​

  1. Click Export in Preview.

  2. Select Excel format.

  3. Delete all columns on the Excel worksheet except for the invoice code.

Use Invoice Export​

  1. Go to Invoicing > Utilities > Invoice Export.

  2. Configure export settings:

    • Select folder destination
    • Choose options

  3. Click OK to export PDFs.

See Also​