> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fieldiu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoice Export Requests

> ### 💡 Invoice Export Requests
>
> Invoice Export Requests is a tool designed to help export invoices easily in a single operation.

## How To Access It ?

### 1. Click On Reporting

<img src="https://mintcdn.com/fieldiu/1sFvM1xYsLMj5iCS/images/d0e5ad65-dd1a-4b1f-85e0-b72c13700fc4.png?fit=max&auto=format&n=1sFvM1xYsLMj5iCS&q=85&s=f49c21134dbe8bdf106ebf09aa281f96" alt="" width="1920" height="917" data-path="images/d0e5ad65-dd1a-4b1f-85e0-b72c13700fc4.png" />

### 2. Click Invoice Export Requests

<img src="https://mintcdn.com/fieldiu/GS4rQPdzw48eDklV/images/35b98ffc-f914-4b17-8b48-94992e5c945a.png?fit=max&auto=format&n=GS4rQPdzw48eDklV&q=85&s=dc6f7c29275f952b1f3aaa5b8fb6848c" alt="" width="1920" height="917" data-path="images/35b98ffc-f914-4b17-8b48-94992e5c945a.png" />

### 3. Add New & Old Requests

You can add a new request by clicking the + button to create a new request, or you can select an existing record to view it.

<img src="https://mintcdn.com/fieldiu/GS4rQPdzw48eDklV/images/2acb8d7a-0d43-4177-94da-8d347d562e9a.png?fit=max&auto=format&n=GS4rQPdzw48eDklV&q=85&s=1fe69f0b939ada937bbdbca306f7f6fc" alt="" width="1920" height="917" data-path="images/2acb8d7a-0d43-4177-94da-8d347d562e9a.png" />

### 4. Main Screen

On the main screen, you’ll find two sections: one for the main request information and the other for the invoice conditions, allowing you to more specifically select the invoice you want.

<img src="https://mintcdn.com/fieldiu/GS4rQPdzw48eDklV/images/30f9746b-e31e-4f29-a191-bd08b9131f51.png?fit=max&auto=format&n=GS4rQPdzw48eDklV&q=85&s=bcf28bfe69bdf337915d972100e813b2" alt="" width="1920" height="917" data-path="images/30f9746b-e31e-4f29-a191-bd08b9131f51.png" />

### 5. Grouping

In the grouping settings, you have three options that will organize the invoices into folders based on the selected group setting:

* Group by Billing Account

* Group by Contract

* Group by Month

Additionally, we offer the option to export all documents into a single file.

<img src="https://mintcdn.com/fieldiu/ASkbXz2A7i_wG3wf/images/13457ce1-5865-42d8-a7d5-cb03977f8aca.png?fit=max&auto=format&n=ASkbXz2A7i_wG3wf&q=85&s=8adb819c062ac54a9875fb71eb98d6ef" alt="" width="632" height="420" data-path="images/13457ce1-5865-42d8-a7d5-cb03977f8aca.png" />

### 6. Select the Document Template

You can select the invoice template you want to export.

<img src="https://mintcdn.com/fieldiu/O-kgxeVaqfq71Ibh/images/f417d607-a64a-4bc6-94d7-ff18188555dc.png?fit=max&auto=format&n=O-kgxeVaqfq71Ibh&q=85&s=12c7ecb9784b33a9d88f38b16250b319" alt="" width="631" height="513" data-path="images/f417d607-a64a-4bc6-94d7-ff18188555dc.png" />

### 7.

<img src="https://mintcdn.com/fieldiu/1sFvM1xYsLMj5iCS/images/bf60ce14-5c41-4cc2-b61b-515a326ac074.png?fit=max&auto=format&n=1sFvM1xYsLMj5iCS&q=85&s=580257f6b9c0cb3adac1e2d15445fb13" alt="" width="632" height="240" data-path="images/bf60ce14-5c41-4cc2-b61b-515a326ac074.png" />

### 8. Generate a service report for the associated work orders.

Additionally, we have the option to generate a service report for the associated work orders.

<img src="https://mintcdn.com/fieldiu/ASkbXz2A7i_wG3wf/images/14a8ce39-761f-43aa-96ed-83859e5ecb83.png?fit=max&auto=format&n=ASkbXz2A7i_wG3wf&q=85&s=96cbd1aca74e1f81e4194f64d4e27a9e" alt="" width="629" height="449" data-path="images/14a8ce39-761f-43aa-96ed-83859e5ecb83.png" />

### 9. Conditions

You can add any condition you want for the invoices. For example, in this case, we will filter or set a condition to include only invoices from the last month.

<img src="https://mintcdn.com/fieldiu/GgdB9rxDgC_7q1qM/images/6987e7c8-c214-4196-9b2b-4795433d6b38.png?fit=max&auto=format&n=GgdB9rxDgC_7q1qM&q=85&s=4db7f175c86291013868417e611e7f8a" alt="" width="1282" height="592" data-path="images/6987e7c8-c214-4196-9b2b-4795433d6b38.png" />

### 10. Save

<img src="https://mintcdn.com/fieldiu/ASkbXz2A7i_wG3wf/images/0d9ffc98-d8d6-4bda-89c7-30330158b40e.png?fit=max&auto=format&n=ASkbXz2A7i_wG3wf&q=85&s=0b99a6e02e250ba132d2ee70071b9fbc" alt="" width="1920" height="917" data-path="images/0d9ffc98-d8d6-4bda-89c7-30330158b40e.png" />

### 11. Export

Once the request is saved, the system will display the export button, which you can use to start the export process.

<img src="https://mintcdn.com/fieldiu/AWln65_P7KuC5v3X/images/a13a76cd-5633-481e-be85-9f2a63672c44.png?fit=max&auto=format&n=AWln65_P7KuC5v3X&q=85&s=2cc7deebb2a66432615a75401b12a5fe" alt="" width="1033" height="917" data-path="images/a13a76cd-5633-481e-be85-9f2a63672c44.png" />

### 12. Confirm

Once the export process starts, a new dialog will appear notifying you that you can close the page, and the system will continue the process automatically.

<img src="https://mintcdn.com/fieldiu/0rNv5-wAPkXbp1BF/images/4ae6ffd9-ba34-4a55-b671-5324567a1f2a.png?fit=max&auto=format&n=0rNv5-wAPkXbp1BF&q=85&s=27c50d7223bc24300c84122f4fdaaac8" alt="" width="1920" height="917" data-path="images/4ae6ffd9-ba34-4a55-b671-5324567a1f2a.png" />

### 13. Status

Now, you can see the status of the request, whether it’s in draft, in progress, or completed. Additionally, there are counters where you can view:

* Total Invoice Count

* Count of Exported Invoices

* Count of Failed Exports

<img src="https://mintcdn.com/fieldiu/AWln65_P7KuC5v3X/images/96a5f7c3-1465-434e-9f4f-db43a3c11a68.png?fit=max&auto=format&n=AWln65_P7KuC5v3X&q=85&s=d3b99c4677f288248fcf8882e87e1247" alt="" width="941" height="523" data-path="images/96a5f7c3-1465-434e-9f4f-db43a3c11a68.png" />

### 14. Download Files

Once the request is complete, the 'Download Files' button will appear, allowing you to see and download the files that have been generated for you.

<img src="https://mintcdn.com/fieldiu/O-kgxeVaqfq71Ibh/images/ebdbf1dd-3c20-4ad2-a555-dfeec7b1cd40.png?fit=max&auto=format&n=O-kgxeVaqfq71Ibh&q=85&s=8cde2e90f9d70edbdaf3886555ce8c0d" alt="" width="1920" height="461" data-path="images/ebdbf1dd-3c20-4ad2-a555-dfeec7b1cd40.png" />�����������������������
