batch action to export multiple client invoice

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Jessica Sharma

• July 06, 2021 15:32

it would be nice if we can select more then one invoice to export at a time on the client profile

Currently you export one invoice, then export the next and wait to see if they both work or not. 

I am working on saving invoice's for clients within a specific date range and this is talking my a very long time waiting for the export. And if i export to many at once the export wont they just fail. 

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  Alexandra Dunne

  • July 07, 2021 16:24

  Hi Jessica,

  I can see how this would be frustrating for you. I'll definitely pass this feedback along.

  Alex

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  Alexandra Dunne

  • August 20, 2021 15:15

  Hi Jessica,

  Just following up with you on this one. Filtering invoices within a billing period is available in billing v2, however, it sounds like you're looking to download invoices across multiple billing periods. Unfortunately, there's no way to export more than one invoice at a time from the client profile. Without knowing the business care for this ask, I wonder whether running an accounting export such as an Invoice or Subledger report and filter for the client would help solve your problem?

  Alex

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