When you export your Invoices List, WorkingPoint creates an export file of the current list view. You can change the current view by filtering and sorting the list. For example, if you have the View Status filter set to All and the Due Date set to This Month, WorkingPoint will export all of your invoices that have a balance due this month.
Click here for a full list of fields included in the export
The following invoice/quote information is included in the export:
High-level invoice details, including Invoice Number and Invoice Txn (an internal number used by WorkingPoint to track invoices/quotes), Date, Type (whether invoice or quote), Due Date, Expected Close date for quotes; Tax Total, Discount Amt, Shipping and Insurance Charges, Invoice Total and Balance due, Customer PO number (if entered, Terms for the invoice/quote, and Customer Note.
Shipping information, including Carrier, Ship Method, Ship Date and Tracking #.
Customer billing and shipping addresses, including Company Name, First Name, Last Name, Email, Address including Street, City, State, Postal Code, and Country.
Invoice/quote line item details including Item Name, quantity, price, unit for quantity, tax rate, and item description.
Payment details if a payment has been applied to the invoice, including, payment transaction number, payment date, amount of payment, the account the payment was deposited to, method of payment, credit card type, reference number and memo.
To export the Invoices List:
Click the Invoices tab to open the Invoices List.
Choose the view (All, Quotes, Open Invoices, Paid Invoices, Overdue Invoices).
Choose if you would like to use the Invoice/Quote date or the Due date.
Then choose the date range (All, This Month, Last Month, This Fiscal Quarter, This Fiscal Year or select your own using the From and To fields).
(Optional) Choose the sort order.
Click the csv link at the top of the list (next to the printer icon).
The exported file will have the name "invoices.csv" in case you need to search for it.