How to export invoice results to close the quarter
Collect all invoices and export the results in just 3 clicks.
Before exporting, it is important that you filter the documents you want to export to avoid confusion in the exported data.
- Filter the documents to export within the documents screen. You can add all the conditions you need, but for an ideal export with the information needed to close the quarter, we recommend filtering by:
- Document date
- More filters > Document type > Invoice
- Export the results, taking into account the type of export you want to perform. You do not need to select the documents; when you click export, all filtered results will be downloaded.
To close the quarter, we recommend exporting the Summary and totals format.
Updated on: 23/04/2026
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