Exporting invoices
Exporting invoices
We offer several options for exporting invoices:
Exporting the invoice list to an Excel file
It is possible to export the invoice data to an Excel file. This allows you, for example, to perform calculations or create a quarterly overview for sales tax. You will then receive an Excel file containing a table with information such as the invoice number, important dates, the client and their address, and amounts such as revenue, VAT amounts, and VAT percentages.
You can do this export by navigating to your invoice overview (via 'Invoices' in the menu), and then clicking 'Export' > 'Save as Excel file' in the top-left corner. The file will download automatically.
Exporting a single invoice to a PDF file
A PDF file allows you to export an invoice as completely as possible in a format that can easily be printed or forwarded. You can do this export by opening an invoice via a client or via the invoice overview, and then clicking 'Download' in the top-left corner. The file will download automatically.
Exporting the invoice list to a ZIP file
You can also combine the two options above by exporting the invoice list as a ZIP file. This gives you a file containing the Excel file and a PDF file for each invoice. You can do this export by navigating to your invoice overview (via 'Invoices' in the menu), and then clicking 'Export' > 'Save as Excel file' in the top-left corner.
As this export can sometimes take several minutes, depending on the number of invoices being exported, you will be directed to a page displaying the export status. If you leave this page open, the download will eventually start automatically. An email will also always be sent when the download is ready, to the user who requested the export.
Automatically exporting invoices via Vetocare Connect
As another option, we offer a Vetocare Connect plan that can automatically export your invoices to, among others, Moneybird and Exact.