Skip to main content

How to export invoices

Three ways to export invoices — single PDF download per row, bulk PDF export by date range delivered by email, or an Excel list of selected invoices. Same flow works for estimates and credit notes.

Overview

Three ways to export invoices out of Amenitiz, depending on what you need:

  • Single PDF — for one invoice at a time, immediate download. Use it when you need to send a specific invoice to a guest or your accountant.

  • Bulk PDF export by date range — for many invoices at once. Amenitiz packages them and emails the bundle, useful for end-of-month accounting.

  • Excel list — a spreadsheet of the selected invoices (one row per invoice), immediate download. Useful for analysis, accounting reconciliation, or importing into another system.

The same export options work on the Estimates page in the same way.


Before you start

  • PDF and Excel exports use the invoices currently visible on the page — apply filters (date, client, status) before exporting if you want to narrow the scope.

  • The bulk PDF export is delivered by email to your account address, not downloaded directly. Larger date ranges take a few minutes to process; if it's not in your inbox after 10 minutes, check spam.

  • The same flow handles invoices, credit notes, and estimates — pick the right section in the sidebar for what you want to export.

  • For the full invoice management flow (creating, cancelling, sending), see how to create, manage, and download invoices.


Download a single invoice as PDF

  1. Go to InvoicesInvoices in the sidebar.

  2. Find the invoice in the list. Click the three-dot menu () on the right of the row.

  3. Select Download as PDF. The PDF downloads to your browser immediately.


Bulk export PDFs for a date range

  1. From the Invoices page, click Invoices export.

  2. Pick a date range — start and end dates for the invoices you want included.

  3. Click Create a new export file. Amenitiz queues the export and sends the bundle to your account email when it's ready.

  4. Check your inbox — the email contains the download link for the PDF bundle. Larger ranges can take a few minutes; if it's not there after 10 minutes, check spam.


Export an Excel list

  1. From the Invoices page, tick the checkboxes next to the invoices you want included (or apply filters first to narrow the list).

  2. Click Invoices list.

  3. An Excel file downloads to your browser with one row per invoice — number, date, client, total, status, and accompanying detail columns. Ready to open in Excel / Google Sheets / Numbers.


FAQs

I requested the bulk PDF export and didn't get the email — what now?

First, give it 10 minutes — large date ranges can take time to package. Then check your spam/junk folder. If it's still not there, the email may have been sent to an account that you don't actively check; the address used is the account owner email registered in Amenitiz. Confirm in your profile which address receives system emails, or contact [email protected] with the date range you tried.


Can I export estimates the same way?

Yes. Go to the Estimates section in the sidebar — the same three-dot menu, Invoices export, and Excel list options appear, working identically. The Excel export is called Estimate list there instead of Invoices list, but the flow is the same.


What columns are in the Excel list?

Each row is one invoice with its number, issue date, client name, totals (subtotal, taxes, total), payment status, and a few other accounting fields. The exact column set depends on your account's invoice format (simplified vs detailed — see how to create simplified invoices).


Can I export credit notes too?

Yes. Open the Credit Notes sub-section under Invoices in the sidebar — the same three-dot menu has the PDF download for individual credit notes, and bulk export options work the same way.


Can I filter the exports to a specific client or status?

Yes. Use the filters on the Invoices page (date, client, status) before hitting export — the exports use the currently visible/selected invoices. For the Excel list specifically, you can also tick individual rows to export only those.

Did this answer your question?