Synchroteam allows you to edit invoices, quotations and credit notes in PDF format for your customers and also to export them in .csv format or in .xls format

To do this you can either go to the Invoicing section and select your invoices/quotations/credit notes one by one or you can do a mass export in Settings > Import / Export

2 Types of exports : detailed or standard

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).

Mass Export from the Import / Export section

In your Settings go to the section Import / Export

Then choose between the Standard Export or the Detailed Export

1. Choose between : Invoices, Quotations or Credit Notes
2. Select the format : CSV or Excel
3. Select the CSV Format : ";" or ","
4. Choose a period : the past 2 months, past 6 months, past year or all (your invoices, quotations or credit notes.

Export from the Invoicing section

In "Invoicing" click on "Invoices" (1), Quotations or Credit Notes.



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.