You can download multiple invoices in bulk from the invoice search results page. This helps your practice export invoices for compliance purposes or upload them to external accounting platforms. This article explains how to select and download invoices in bulk.
Before you start
You need financial permissions in order to download sales or purchase invoices. Permissions can be adjusted by your practice administrator in Settings > General Settings > Role Management.
Step-by-step instructions
- Enter your search in the search bar at the top, and select Invoice from the search drop-down menu.
- On the search results page you can select the checkbox next to each invoice you want to download. Or select the checkbox at the top of the list to select or deselect all invoices on the page.
- Click Download selected invoices.
The invoices will be downloaded to your computer (in the Downloads folder).
More about this
In what format are the invoices downloaded?
Invoices are downloaded as a ZIP file. Each invoice file is named using the format: first name + last name + invoice number, making them easy to identify.
Can I download all invoices at once?
No. You can download up to 100 invoices per bulk download. If you select more than 100 invoices, you will see an error message and won’t be able to proceed.