How to Manage Invoice Export?
In this article, we will explain what an invoice Export is and show you how to manage one.
An invoice, bill or tab is a commercial document issued by a seller to a buyer, relating to a sale transaction and indicating the products, quantities, and agreed prices for products or services the seller had provided the buyer. Payment terms are usually stated on the invoice.
An export invoice is a document containing the description of the goods or services provided by an exporter and the amount due from the importer.
It serves as evidence that the particular transaction between that buyer and seller has taken place. It forms an important part of the shipping-related documents. The government authorities may refer to the export invoice to determine the actual value of the goods and calculate the applicable taxes on them.
Marketcube provides the option of Invoice export so that you can export the order & the payment information in the desired format i.e. PDF/CSV for various accounting purposes & in maintaining the data as per the requirement.
How to manage Invoice export data:
1. Log into your Marketcube account >> Click the Settings icon.
2. Click on the Show button for the Payments panel >> Click Manage Invoice Export.
3. Add the New labels ( if required) in the textbox provided or hide the column(s) ( completely or partially) which you do not want exported >> Select CSV or PDF by selecting the tick boxes >> Click Update.
4. Once done, click on the Payments tab >> Click on Export Invoices >> Select Export All Or Selected Invoices >> Click Generate.
NOTE: You can still customize the export if required by clicking on Customize export.
- Select the Format as CSV Or PDF and Download the file. Once downloaded you will be able to see the CSV or PDF with the fields you want.
Here is the sample CSV with only the visible fields. All the hidden fields cannot be seen in the CSV.
Similarly, the export can be downloaded as a PDF. Here is the sample PDF with only the visible fields.
Got more questions? Use the chatbox on the right to get in touch with us or email us at ‘support@marketcube.io’