Invoices Management

Exporting Invoices

You can export your invoices using Ad Sales Genius. The system allows you to export your invoices in a single PDF file, as batched PDFs, or as a CSV file of the invoice data. 

This article will discuss how to export your invoices.

  1. Access invoices by clicking Accounting using the left-hand navigation menu.

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  2. Click on the Invoices tab to see a list of your system's invoices.

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  3. Use the Magnifying Glass to filter the Invoices you would like to export.

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  4. Select the checkboxes next to the invoices you would like to export. 
    Note: You can select all returned results by clicking the checkbox in the column header.

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  5. Click the Batch Action button and select which option you would like to use for your export.
    • PDF - Downloads all invoices in a single PDF file
    • Individual PDFs - Downloads each invoice separately as individual files
    • Download a CSV - Downloads the invoice data in a CSV format

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From here, you can print the invoices, email them from your local client, or save them on your computer for record-keeping purposes