Follow the steps in this article to export approved invoices and move them to the Completed section in the Finance area of the Invoicing module.
1. Go to Finance > Approved (under the Invoices heading).
2. Locate and review the invoice(s) you'd like to export. You can use the Filter options available to help you.
3. Tick the Select All checkbox or individually tick the checkboxes next to the invoices you wish to export.
4. Click the Export button and select either Export All or Export Selected.
5. Click the File option to export your invoices to an export format of your choice.
Note:
You won't see this window if you're not using an accounting package integration.
If you're using one of our Integration options to post to your accounting package, click your accounting package integration logo instead. Upon posting the invoices to your accounting package, they will be marked as completed automatically.
6. Populate the fields in the Export Invoices window.
Report Name - give your export file a name.
Format - select the desired export format from the list of available Export Formats set up in the Admin area of your account.
File Destination - select the destination you'd like the file to be exported to; this can be a regular download to your browser or a configured outbound file delivery.
Mark as completed - tick this option under Export Actions to move the invoice(s) to the Completed section of the Invoicing Finance area upon exporting your file.
Include Files - tick the checkbox if you require a downloaded copy of any invoice attachments and any other attached files.
7. Click Export and your file download will begin.