The export option allows you to export multiple invoices to an folder as documents for distribution outside of enVisual. Once the export option is selected you will be taken through a stepped wizard to perform the export.
Step 1 - Allows you to make you customer selection and filter options, as shown in the picture below.
Step 2 - Allow you to chose an export location for the files.
Step 3 - Shows an overview summary page.
Clicking the finish button here will export the invoices as .pdf files to the required export location, writing a the filename out in an easy to view invoice number + entity name format. As this action is performed the system will also generate a summary report in the form of a .csv file. The picture below shows an exported file and summary report.
Note: The filename for the exported invoice will read as Invoice Number + Billed Entity.
The export summary report (InvoiceExportSummary.cvs) will show relevant information for the customer and invoice. The example report below shows what information is included.
