Export invoices to Excel

In this guide, you will see how to export invoices to Excel and how to import an Excel file of invoices back into the program.

Export Invoices to Excel

While in the Retentions module:

1. Select the Invoices tab.
2. Choose which invoices you want to export: open, registered, or null.
3. Press the Export button.

4. Choose the period you want to export.
5. Press Export to Excel.

Once the Excel file is exported, you can edit and modify it if necessary.

NOTE: The exported Excel file can be imported again if necessary, as it follows the same format as the template used to create invoices in Excel. Remember, you will need to delete the existing invoices before importing; otherwise, they will be duplicated.

Import Excel of Invoices

1. Select the Add Data tab.
2. Choose Import Invoice from Excel.

3. Place the Excel document in the box.
4. Select the worksheet.
5. Press Import.