Synchroteam allows you to edit invoices in pdf format for your customers and also to export them in .csv format or in .xls format
To do this:
In "Invoicing" click on "Invoices" (1)
You can search (1), check the check-boxes (2) for the ones you wish to export, then click on the "With Selected" button (3) then on "Export" (4) : Standard or Detailed :
To export your invoices in .csv format or in .xls format choose the export format and then click on the "Export" button.
The "Invoices.csv" file is automatically downloaded.
Detailed Export Mode :
Important! In the CSV file, exported in Detailed mode,each line represents an invoiced part line, and not the total invoice. This is why you can have multiple lines for one invoice.(1)
Each line contains the Reference and The Description of the Parts and services (2)
Standard Export Mode :
In the CSV file,exported in Standard mode, each line represents a single invoice (1).
Each line contains the information contained in the invoice header, Global Description (2) and Custom Fields (3).