Export invoices
Management -> Attendee Registration -> Invoic
It is possible to define a template for naming the directory and file names for invoice exports for each event or installation. For more information, please contact our support team.
Exporting invoices is useful if all or some of the invoices are required at once, e.g. because
All invoices need to be checked again by the accounting department shortly before the conference.
Invoices are not made available to participants online or by email immediately after booking, but are prepared and sent in batches.
All invoices are to be archived after the event.
To export the desired invoices, proceed as follows:
optional: A period for which invoices are to be exported can be specified under Date reference.
Created: This refers to the creation date of the invoice - corresponds to the posting date, only the invoices created in the NEW period are exported
Created/Edited: All invoices changed & canceled in the period are also exported.
Alternatively, a selection can be made via the (invoice) number range. All invoices intended for export must be selected. Either tick individual invoices in the checkbox or use the Selection options button to select all, for example.
Select one of the options in the Execute actions drop-down menu and confirm by clicking on Execute actions.
Create export files: only the latest version of the invoice is exported
Create an export containing all versions: all version numbers of an invoice are included in the export
Excel export: Excel list
Display existing exports
Exports that have already been created can be called up and downloaded as shown in Figure 2:
The procedure described above can be used to cover 3 scenarios:
Export only the current document of the invoice.
Export all documents of the filtered invoices > see Create an export containing all versions
Create export with all versions, selecting a specific time period
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