How to download an Excel version of an Invoice (Client Article)

Updated June 30, 2023 12:52

This guide details how to download an invoice as an Excel document, providing the data extracted from the vendor's invoice in a different format.

Please see these guides regarding how to download other invoice documents:

To Download excel of an invoice:

1. Find the relevant invoice by navigating to Menu > Invoice Management > Invoices.

2. Open the invoice you wish to download and scroll to the bottom right:

3. Once downloaded, the Excel file will look like the one below:

In this file, you can see the invoice overview, detail lines, and disbursements in each respective tab:

Was this article helpful?

0 out of 0 found this helpful

0 comments

Article is closed for comments.

Have more questions?

Submit a request

Share it, if you like it.