Exporting Invoices

The Invoice Export Utility enables you to bulk export multiple invoices using a list of invoice numbers from an Excel file. You can export invoices to a specified folder as PDF or RTF files using a selected print form.

How the Invoice Export Utility Works

The utility imports invoice numbers from an Excel file and automatically generates exports for each invoice using a selected print form.

For each invoice, the tool:

• Exports the document in either PDF or RTF format.
• Saves the file to a user-specified folder.
• Names the file according to the corresponding invoice number.

Before Starting

EPASS Users need the Invoice Export security option to use the utility.

Steps

1. Go to Tools > System Maintenance.

2. On the Tables tab, select User Security and then click Open.

   

3. Select a User or Group, and then click Security.

   

4. In the Keyword field, enter invoice export.

   

5. Select the Utilities: Invoice Export security option.

6. Click OK, and then Exit the User Security window.

Preparing the Excel File

Create an Excel file and list each invoice number that you want to export in a single column. When finished, save and close the Excel file.

Running the Utility

1. Go to Invoicing > Utilities > Invoice Export Utility.

   

2. Do the following:

   

   A	Enter the location of the Excel file.
   B	Enter the column letter that contains the invoice numbers.
   C	Select the export file type: PDF or RTF.
   D	Enter the destination folder for the exported files.
   E	Select a print form. (Available print forms on the terminal are listed.)

3. Click OK. The utility runs and exports the invoices to the destination folder.

Notes

• Invalid or missing invoice numbers are skipped.
• Make sure that the destination folder has write permissions.
• EPASS Users without the required security are not able to run the utility.

See Also

• Archiving Invoices