OfficeRnD offers the functionality to export invoice and payment data as CSV spreadsheet files. Additionally, invoice documents can be exported as PDF files. This is very helpful for archiving and importing data from Flex into external software (e.g., email clients, document editors).
Export invoices
To export invoices:
Open the Flex Admin Portal and go to Billing > Invoices.
Select the invoices you want to export.
Click the export button in the top right corner.
Select Export Invoice Data and choose the file format (CSV or PDF), then click Next.
When exporting to a CSV file, you must choose how to export data:
Using the default invoice export preset. If you choose this option, you can also select which custom properties to export.
Using a custom invoice export preset.
Click Export Invoice Data to save the file.
When selecting documents for export, the Number column counts all selected documents, while the Amount column (which shows invoiced revenue) sums only Invoice amounts and Credit Note amounts to calculate total invoiced revenue/amount. Voided documents and Overpayments are excluded from the calculation.
Export payment data
To export payment data:
Open the Flex Admin Portal and go to Billing > Invoices.
Select the invoices from which you want to export payment data.
Click the export button in the top right corner.
Select Export Payment Data and click Next.
Choose how to export data:
Using the default payment export preset. If you choose this option, you can also select which custom properties to export.
Using a custom payment export preset.
Click Export Payments Data to save the file.