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
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.
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.
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.
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.
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