Context
You can always consult ProAbono reports to export all your data.
- Subscriptions
- Customers
- Invoices
- Transactions
- etc..
Procedure
1) Access the invoice export
- Click on the “Reports” button from the left menu.
- Select the “Invoices” report.
2) Choose the filters based on your criteria
You can filter by:
- a range of invoice issuance dates
-
invoice status (paid, etc.)
-
associated payment methods
3) Open the export page
- Open the “Actions” menu.
- Then choose “Download PDFs“.
A zip file containing all the invoices in the filtered list will be downloaded to your PC/Mac.
Note: If you want to give access to your accountant to directly retrieve the invoices, contact your account manager to add a new agent to your environment.
4) Open the export page
- Open the “Action” menu.
- Then choose “Export“.
5) Launch the Export
Click on the button corresponding to the desired output format: CSV
Note: If you want to give access to your accountant to directly retrieve the invoices, contact your account manager to add a new agent to your environment.