# 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.


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