📦 Export a month of invoices in one go
Get a period's invoices out of Erpilo as a spreadsheet, the PDFs and the e-invoice files - prepared in the background and emailed to you when they are ready. No more downloading invoices one at a time at month end.
At month end or year end, your accountant needs the list of invoices for the period and the invoices themselves. Until now that meant opening each invoice and downloading its PDF. Now it is one button.
How it works
- Go to Invoices and filter the list the way you want it - most often by Issue date for one month, but status, customer and the other filters work too. Or tick the invoices you want.
- Click Export.
- Choose what you want:
- Spreadsheet (Excel) - one row per invoice: number, issue and due date, customer, registry code, VAT number, net amount, VAT for each rate, total, paid and outstanding. It ends with the totals.
- Invoice PDFs - exactly the PDFs you would download from each invoice.
- E-invoice XML files - the same e-invoices you can download or send today.
- Click Start export.
You get a single file: the spreadsheet on its own, or a zip with the spreadsheet, a pdf folder and an e-invoices folder. Each file is named after its invoice number, for example invoice-26-09-12-1.pdf.
You do not have to wait
The export is prepared in the background. You can close the tab and carry on working. When it is ready, we email you a download link, and the file is waiting on the Exports page - reach it from the link in the Export window, or from the note at the top of your invoice list. A few hundred invoices with PDFs take a few minutes.
If something goes wrong, the Exports page and the email say so plainly, so you are never left watching a spinner.
Good to know
- Drafts are left out unless you tick Include drafts. Drafts have no e-invoice.
- Credit notes are always included and marked as credit notes, with negative amounts, so the totals are what you invoiced less what you credited.
- Each currency has its own totals. If you invoice in more than one currency, there is a totals row per currency, plus the amounts in euros side by side.
- A download link works for 7 days, and only for people signed in to your company. Anyone on your team who can see invoices can download it.
- One export holds up to 5,000 invoices. For more, export the period in parts.