3.7.1.7 Export Invoice

The "Export Invoice" feature allows agencies to export invoice data into spreadsheet formats (xlsx or CSV). This functionality is useful for record-keeping, reporting, and data analysis.

Benefits

• Data Accessibility: Easily access and analyze invoice data outside the platform.

• Flexibility: Choose specific columns to export or export all data.

• Efficiency: Quickly generate reports or backup invoice data.

Pre-conditions

• Invoices Available: Ensure that there are invoices generated in the system.

Steps to Use

1. Access Export Options

   • Log in to your Agency Handy account.

   • Navigate to the "Invoices" section from the sidebar.

   • Find and click on the "Export" option, typically located in the top-right corner of the invoice management page.

2. Select Export Format

   • Format Options: Choose between xlsx or CSV format for the export file.

   • Recommendation: Use xlsx for more complex data sets with multiple columns and formatting, and CSV for simpler, text-based data needs.

3. Choose Columns to Export

   • Select Columns: You can customize the export by selecting specific columns to include in the exported file. Options included:

     • Client Name

     • Service Name

     • Status

     • Created On

     • Due Date

     • Amount

   • Select All: Alternatively, you can choose to export all available columns by selecting the "Select All" option.

4. Export the Data

   • After selecting the desired format and columns, click the "Export" button.

   • The system will generate the export file. Once ready, the file will be available for download.

Important Notes

• Data Security: Ensure the exported data is stored securely, especially if it contains sensitive client information.

• Data Verification: After exporting, verify the data to ensure that all necessary columns and details have been accurately captured.

• Regular Exports: Consider setting a routine for exporting invoice data, such as monthly or quarterly, for consistent record-keeping.