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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