Exports

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Revision as of 18:31, 15 April 2009 by Matt (talk | contribs) (New page: ==Batch PDF Export== This option can be found under the Exports section of the Reports area and allows you to download batches of invoices by client, date and status. To generate a downl...)
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Batch PDF Export

This option can be found under the Exports section of the Reports area and allows you to download batches of invoices by client, date and status. To generate a download, follow these steps:

  1. Select PDF Batch from the Reports section
  2. Select the Client, if required. The start and end dates for the export, and finally, the invoice status to include
  3. Then click the Download button to generate a single PDF containing all matching invoices

CSV Exports

You can generate and download CSV lists of all clients, products, domains & transaction data from WHMCS for use & importing into other applications such as accounting or address books. You will find the links for these in the Exports section of the Reports area. The transactions export also allows you to filter the data in the export by type, date range, gateway and/or description.