In this section
- Export: Total Invoice Amount Outstanding
- Exported (CSV) data opens as a webpage instead of a file
- Export Invoice/Quote
- When I export data, where does it go?
- How can I export and download my customer list?
- How can I download and export invoices from Printavo?
- How do I download all of my customer's data?
- How can I export all my payments/expenses?
Export: Total Invoice Amount Outstanding
If you are looking to find out your invoice totals (paid, due now, and outstanding), head over to My Account scroll down to the Import/Export Data section. Locate 'Invoices' and click Export.
An excel spreadsheet will download. Open it up and look for the 'Outstanding Invoices' section.
Exported (CSV) data opens as a webpage instead of a file
When using certain browsers, you can open a CSV data file and it will open as a website instead of a file. To correct this, please do the following:
Apple Safari
- In Safari, with the CSV file opened, click File > Save As
- At the bottom of the pop-up, click "Format:" and change this to "Page Source"
- Click Save
Google Chrome
- View the file contents in Google Chrome
- Click File > Save As, select CSV file
Now you can open this file in Excel to explore your data.
Export an Invoice/Quote:
You may export an Invoice/Quote from Printavo. The CSV file for download will be emailed directly to you.
To do this:
-
- Click on My Account
- Click on Import/Export Data
- Click Download
What data fields are exported:
When I export data, where does it go?
You can export all of your account data for further analysis in My Account > Import/Export Data.
Once you select the parameters and click Export, a link to your data will be emailed to your email address.
How can I export and download my customer list?
You can always export all of your data. Head to My Account > Import/Export Data and export your customer information.
How can I download and export invoices from Printavo?
You can export invoices, customers, and payments from Printavo to a CSV file. This file can be added My Account > Import/Export Data
You will be able to download your invoices from a specific date range. Once you have selected your date range, click Download and an email will be sent to you with the exported file to download.
Also, you or a customer can always download an invoice as a PDF. Within the invoice head to More Actions > Public Invoice View, and from there you will see a "Download PDF" button.
How do I download all of my customer's data?
You can always export all of your data. Head to My Account > Import/Export Data and export your customer information.
How to export an Invoice/Quote:
You may export an Invoice/Quote from Printavo. The CSV file for download will be emailed directly to you.
To do this:
-
- Click on My Account
- Click on Import/Export Data
- Click Download
What data fields are exported:
| Column Name | Example Data Result |
| Invoice # | 151366 |
| Nickname | 282915 |
| Created Date | 9/23/2020 |
| Custom Created At | |
| Production Due Date | 9/23/2020 |
| Customer Due Date | 9/23/2020 |
| Invoice Date | 9/23/2020 |
| Payment Term | |
| Payment Term Days | 30 Days |
| Payment Due Date | 10/23/2020 |
| Customer Full Name | Aly Chavez |
| Customer Email | aly@printavo.com |
| Customer Company | Printavo |
| Customer Id | 1933 |
| Customer Notes | Need them ASAP |
| Production Notes | Priority Order |
| Total Quantity | 3 |
| Sales Tax | 5.50% |
| Total Untaxed | 0 |
| Amount Paid | $507.35 |
| Amount Outstanding | $0.00 |
| Total | $507.35 |
| Paid? | Yes |
| Invoice Status | Completed |
| Delivery Method | UPS |
| PO # | 1983 |
| Tags | Rush Order |
| Owner | Antohony Mesias |
| Public Invoice View URL | |
| Invoice URL | |
| Billing Address 1 | 415 W Huron St |
| Billing Address 2 | |
| Billing City | Chicago |
| Billing State | Illinois |
| Billing Zip | 60654 |
| Billing Country | Cook |
| Shipping Address 1 | 415 W Huron St |
| Shipping Address 2 | |
| Shipping City | Chicago |
| Shipping State | Illinois |
| Shipping Zip | 60654 |
| Shipping Country | United States |
How can I export all my payments/expenses?
You may export payments/expenses from Printavo. The CSV file for download will be emailed directly to you.
To do this:
-
- Click on My Account
- Click on Import/Export Data
- Click Download
What data fields are exported:
| ID |
| Created Date |
| Transaction Date |
| Payment Processor |
| Payment Transaction ID |
| Name |
| Category |
| Amount |
| Invoice # |
| Invoice URL |
| Invoice Owner |
| Invoice Created Date |
| Invoice Payment Due Date |
| Invoice Customer Due Date |
| Invoice Production Due Date |
| Customer First Name |
| Customer Last Name |
| Customer Company Name |
| Customer ID |
| Sales Tax Percentage |
| Sales Tax |
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