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

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



Article is closed for comments.

Have more questions?
Submit a request
Share it, if you like it.