This article provides instructions for the Export Invoices functionality.

 

Notes:

• You require the Export Invoices user role to proceed. Contact your Administrator for access.

 

Please follow the instructions below to export invoices:

1.  Click on the gear icon and then on the Data management option.                                                                                    
2. Select the Export Invoices option located at the bottom.                                                                                                            
3.  On the next screen, you need to again click on the Export Invoices option and a pop-up will appear. Fill in the necessary details and click on export.                                                                       
4. Your download will be a zip file that contains the invoice image and corresponding invoice details.
5.  If the export fails, hover over the red exclamation mark to view the error details.

 

Additional Information:

• Please note maximum 50 Organizations can be selected at one time.
• Business documents must be closed before they can be exported.
  • Closing means that actions, such as editing or removing the document, are no longer allowed.
• If there are no closed invoices available for export, please submit a ServiceNow case to Basware Support.