Set up an export

Choose the format and the columns once, then export your invoices in one click.

Step by step

1. 01

   Open the Exports tab

   Open your project. Click the Settings icon, then open the Exports tab: it lists the project's exports.

   

2. 02

   Add a configuration

   Click Add configuration. Give the export a name, then choose its format: here, a CSV file. You can also send it to Excel, Google Sheets or your accounting software.

   

3. 03

   Choose the columns

   The field mapping is already filled in: each project field becomes a column in the file. Remove the columns you don't need. Save the configuration.

   

4. 04

   Export the invoices

   Go back to the project. Turn on multiple selection, check the invoices to export, click Export, and choose your new export: the file is downloaded.