Invoice Export

Invoice Export

Invoice Export Overview

It is essential for a retail business to keep an eye on vendor-wise and location-wise invoices. "Invoice Export" enables you to export invoices for the combination of selected vendors and location(s) or location groups(s) for the selected date range. This detailed export provides GL AP account codes, an invoice number, dates, vendor ID, Total costs, and various other columnized data.  


"Invoice Export" lets you do the following:

  1. Export the invoices in Excel format. You can choose combinations of the following parameters to generate an Excel spreadsheet: 
    1. Date Range 
    2. Location(s) or Location Group(s) 
    3. Vendors
Reaching "Invoice Export"
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Inventory
  4. Step 4: Choose Receiving
  5. Step 5: Choose Invoice Export 

Understanding "Invoice Export" Layout

Please refer to Figure A and the description of the buttons and fields below to understand the layout of "Invoice Export." 

 Figure A
1: Date Range: This section allows you to select the required date range.
2: Location and Location Group: These tabs let you select location(s) or location group(s) based on your requirements.
3: Vendors: This section lets you select the vendors for the invoices. 

Exporting the Invoice:

Please follow the steps below to export an adjustment worksheet: 

  1. Refer to the following steps below to select the Start and End Dates. This is to be specific about the invoice records. 
    1. Click inside the Start Date field. The drop-down calendar will appear. Please select the date from it. You can also manually enter the date in MM/DD/YYYY format.

 Figure B
  1. Click inside the End Date field and follow the same process. 
  1. Select the location(s) or location group(s) for which you need to export the adjustment worksheet. For example, clicking on the "Locations" tab will show a list of all your locations.  
    1. Check the checkbox to select the location, as Figure C shows.
    2. Similarly, you can select the location group as per your requirements. 

Figure C
  1. Select the vendors from the vendor list.
    1. Check the checkbox to select the vendors, as Figure D shows.

Figure D
  1. Click the "Export Invoices" button shown in Figure E.

Figure E
  1. The Invoices to Export screen will appear, as Figure F shows.

Figure F
1: Enable the Only Numeric Invoices toggle button to view only the invoices with numeric values if required.
2: Check the checkboxes to select the invoices you want to export. 
3: Click "Export."
  1. The system will download Excel. Click on it to open it. Below is a sample: 

Figure G

    • Related Articles

    • Invoice Summary

      Invoice Summary Report Overview The Invoice Summary Report shows invoice-related information in a summarized format. At first glance, this report displays the total Invoice Amount, Surcharge Amount, Misc Fee, Prepaid Sales Tax, Supplier Deposit, and ...

    • Accounting Export Utility

      Accounting Export Utility Overview Accounting Export Utility puts all of your sales information directly into the hands of your accountants by exporting data to your accounting system using different export formats, e.g., Standard CSV, Excel, ...

    • Worksheet Export

      Worksheet Export Overview It is important for a retail business to keep an eye on vendor-wise and location-wise inventory adjustments. "Worksheet Export" enables you to export the selected worksheets created for adjusting the inventory level. ...

    • Invoice Detail

      Invoice Detail Report Overview: This report type will display detailed information about an invoice for the product(s) purchased from a vendor only in the specifically entered date range. Multiple different types of filters and sorting ...

    • Invoice Excise Tax Rules

      Invoice Excise Tax Rules Overview Depending on the federal and state rules, a retailer may need to pay an excise tax when buying some products. Generally, retailers may need to pay the applicable excise tax when they buy goods directly from a ...