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Data Export

Data Exports, Tax Authority Inspection Data Provision

Under the Invoices List / Export menu, you can create various exports. You can download your issued invoices in multiple formats. The system supports PDF and Excel exports.

Note: Data exports are available starting from the Basic plan.

Based on what data can you create exports?

  • Partners: You can filter for specific partners, ensuring the export only contains data related to them.

  • Filtering Criteria: You can choose to retrieve data based on the Issue Date, Payment or the Fulfillment Date.

  • Date from and Date to: Specify the time interval for the export. These fields are mandatory. If no invoices were issued during the selected period, the system will return an error message.

    • Note: You can export one year of data at a time. If you need multiple years, you must perform the export year by year.

  • Invoice pad: Specify which invoice pad(s) you want to export data from.

  • Serial Number from and to: Besides time intervals, you can specify exact document serial numbers for even more precise data export.

  • Tags: If you used tags when issuing invoices, you can export based on them. Tags should be separated by commas.

  • Payment Method: You can start a filter based on the method of payment.

  • Currency: You can filter for various currencies.

Export Types:

  • General Document Export - CSV: Contains issued invoice data in an Excel-compatible table.

  • General Document Export - XLS

  • General Document Item Export - XLS: Contains invoice data along with individual line items.

  • Bulk Document Download: Download your invoices in PDF format in bulk.

Other Settings:

You can apply the filtering criteria to:

  • All documents

  • Only outstanding documents (includes overdue)

  • Only expired (overdue) documents

After filling in the filtering criteria, click the Export button to finalize.

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