At the end of a quarter or at the end of a (fiscal) year you might want to export your outgoing invoices from Teamleader Focus. Read this article to learn about the different options.
! Note that it's not possible to export incoming invoices or expenses in Teamleader Focus.
There are four ways to export your outgoing invoices:
Export to Excel
Export to CSV
Export to PDF
Bookkeeping export
Export to Excel
To be able to export your outgoing invoices to Excel, you need to make sure you have Excel export rights. Read this article for more information.
Go to Revenue > Invoices
Next to Export… click on the Arrow
Click on Export to Excel
In ‘Columns’, choose ‘Basic columns’ if you only want to export the basic columns, or choose + Create template to create a custom template.
If you only need to export a selection of your invoices you can choose one of your segments in the field ‘Segment’.
If applicable, filter the invoices further by selecting the company entity
Next, select the ‘Period’ of your invoices: e.g. all invoices from the previous month, quarter or year. You can also define a custom period here.
Fill out the Accounting parameters and/or the Journal.
Click on Export. The export will be generated in the background.
Click on Download to download your Excel file.
Export to CSV
You can also export your outgoing invoices to CSV, and the steps are similar to the ones mentioned above for the Excel export:
Go to your Revenue > Invoices
Next to Export… click on the Arrow
Click on Export to CSV
In ‘Columns’, choose ‘Basic columns’ if you only want to export the basic columns, or choose + Create template to create a custom template.
Choose the ‘Delimiter’ for your CSV file, such as a semicolon or a comma.
If you only need to export a selection of your invoices you can choose one of your segments in the field ‘Segment’.
If applicable, filter the invoices further by selecting the company entity.
Next, select the ‘Period’ of your invoices: e.g. all invoices from the previous month, quarter or year. You can also define a custom period here.
Fill out the Accounting parameters and/or the Journal.
Click on Export. The export will be generated in the background.
Click on Download to download your CSV file.
Export to PDF
A third option is to export your outgoing invoices to PDF. A ZIP file will be created which you can download and which contains all invoices separately in PDF.
Note: The maximum number of invoices you can export in one batch via the pdf export is 250. If you want to export more invoices, you need to create separate segments to split the export.
Bookkeeping export
A final way to export your outgoing invoices is to export them to your bookkeeping program. Read more about it here.