To export your invoices into a PDF, Excel, or a QuickBooks format you will first need to access the Invoice feature page. Please see Invoices List for more information on how to access this page.
There are several different ways you can export your invoice into a PDF and one way to export your invoice into Excel:
Export into PDF
- Once you click on the Invoice ID, you will be directed to the View Invoice pop-up window. From this window you can click on the Individual Actions and select the "Export to PDF" option:
- On the "Payments" tab you can click on the Individual Actions button and from the drop-down select the "Export to PDF" option:
- Please note that there are various ways to access the View Invoice pop-up window. Please see the View an Invoice page for more information.
- Right-click the selected invoice and select the "Export to PDF" option from the drop-down.
- Select the More Actions button and select the "Export Selected to PDF" option from the drop-down. Please note that this option will export multiple invoices into PDFs at once.
- Select the Individual Actions button under the "Actions" column and select the "Export to PDF" option from the drop-down.
Export into Excel
Click on the More Actions button and from the drop-down click on either the "Export Invoice to QuickBooks" or the "Export Line Items to Excel" option.
To export an invoice into a PDF file, you will need to first be on the Invoice feature page. Regardless of the method that you choose:
Exporting the invoice through the View Invoice pop-up window:
Right-clicking and selecting the "Export to PDF" option from the drop-down:
Using the More Actions button and selecting the "Export Selected to PDF" option from the drop-down:
Or using the "Export to PDF" option from the Individual Actions button:
- Please note that if you would like to export all your invoices into a PDF you can click on the topmost checkbox (Multiple Selection Area) located in the "List" column:
The invoice will automatically be downloaded as a PDF to your computer. For more information about PDF invoices, please see the View an Invoice PDF page.
Select the invoice that you would like to export to Excel:
To export your invoices into Excel, you will first need to access the Invoice feature page:
Once you are on the Invoice feature page there are two different ways you can export your invoices into Excel:
Export Invoices to Excel
To export this file from the Invoice feature page:
Select the invoice that you would like to export to Excel:
- Please note that if you would like to export all your invoices into Excel you can click on the topmost checkbox (Multiple Selection Area) located in the "List" column:
Click on the More Actions button and from the drop-down menu select the "Export Invoices to Excel" option:
The Excel file will automatically download, and you will be able to locate it in your computer's Download folder.
This export will display the basic invoice data (e.g. Invoice ID, customer, due date, status, cost, balance etc.) in an easy-to-read format. You can then use Excel to easily navigate through your company's invoices:
Export Invoices Line Items to Excel
To export this file from the Invoice feature page:
This Excel export will display a more detailed report on your listed invoices (e.g., service product type, invoice product number, rebate, quantity, etc.). After you have downloaded the Excel file, you can easily navigate through your company's invoices:
Select the invoice that you would like to export the line items to Excel:
- Please note that if you would like to export all your invoices into Excel you can click on the topmost checkbox (Multiple Selection Area) located in the "List" column:
Click on the More Actions button and from the drop-down menu select the "Export Invoices Line Items to Excel" option:
The Excel file will automatically download, and you will be able to locate it in your computer's Download folder.
Before exporting your invoice into QuickBooks Desktop, please make sure that you have a QuickBooks connector installed into your MobiWork Account. Please see the Connectors Framework: QuickBooks Desktop Web Connector for more information on how to use QuickBooks Desktop with MobiWork.
The following subsections will highlight how to export multiple invoices or an individual invoice into QuickBooks Desktop, as well as how to pause an invoice from exporting to QuickBooks.
Export Multiple Invoices to QuickBooks Desktop
To export multiple invoices to QuickBooks, select the invoices you would like to export; please note that if you would like to export all your invoices into QuickBooks Desktop you can click on the topmost checkbox (Multiple Selection Area) located in the "List" column:
From the More Actions button, select the "Export Invoices to QuickBooks Desktop" option:
The selected invoices will then be registered to be exported to QuickBooks Desktop upon the next sync. You will receive a pop-up window confirming the listed invoices are registered for syncing:
Export a Single Invoice to QuickBooks Desktop
To export an individual invoice to QuickBooks, you can select the "Export Invoice to QuickBooks Desktop" option from the right-click options or the Individual Actions button:
The selected invoice will then be registered to be exported to QuickBooks Desktop upon the next sync. You will receive a pop-up window confirming the listed invoice is registered for syncing:
Pause QuickBooks Integration
If you change your mind about syncing an invoice, you can pause the integration by selecting the "Do Not Export Invoice to QuickBooks Desktop" option from the right-click options or the Individual Actions button:
The selected invoice will then not be exported to QuickBooks Desktop. You will receive a pop-up window confirming the listed invoice will no longer sync to QuickBooks:
