Export invoices
Hubleto turns your orders into invoices without any retyping. The customer, items, prices and VAT come straight from the order. You can then export an invoice as a PDF for your customer, or export a list of invoices to CSV.
Before you start
Your invoices get their look from a document template. You can create and edit templates in CRM → Documents → Templates.
How to create an invoice from an order
Click Create invoice at the top of the order.
Hubleto creates the invoice with all items of the order and gives it a number.
Go to Finance → Invoices and open the new invoice.
How to invoice only some items
You can also invoice an order item by item.
Go to Sales → Orders, click the order and open the Invoicing tab.
Tick the items you want to invoice and click Prepare selected for invoice.
Go to Finance → Invoices and click Items in the panel next to the menu.
Click Create invoice next to the item.
Click Yes, create invoice to confirm.
The new invoice opens.
How to export an invoice as a PDF
Go to Finance → Invoices, open the invoice and click Print.
Click your template.
Hubleto shows a preview of the invoice.
Click the Print button below the list of templates.
Your browser opens its print window.
Choose Save as PDF as the printer and save the file.
Your PDF is ready to send to the customer.
How to export invoices to CSV
Use the filters on the left to select the invoices you need.
For example, click Last month under Issued. The export contains only the invoices that match your filters.
Click the three dots next to Add invoice and choose Export to CSV.
Check the separator and click Export to CSV.
Your browser downloads the file with numbers, customers, dates and totals.
Tips
- Use the
Last monthfilter underIssuedto export the invoices of the previous month. - Check the invoice in the preview before you save it as a PDF.
Common mistakes
No document template → the list in the Print window is empty, so create a template first.
Clicking Create invoice before the items are complete → the invoice contains only the items that were in the order.
Exporting with an old filter → the CSV leaves out some invoices, so always check the filters first.
Summary
| Topic | Summary |
|---|---|
| Whole order | Open the order and click Create invoice. |
| Some items | Use the Invoicing tab, then create the invoice in Finance → Invoices → Items. |
| PDF export | Click Print, choose your template and save as a PDF in the print window. |
| CSV export | Filter the invoices, then use Export to CSV. |