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Exporting Multiple Quotes and Invoices

We understand that each company has different needs for invoicing and handling customer data. That's why Paycove gives you the flexibility to export data from your quotes and invoices, whether it be for record-keeping or data analysis. From your quote and invoice table, you can export data from a specific deal or from multiple deals.

Export as a .CSV or .XLS file

You can export data from your quote or invoice table as either an XLS or CSV file by clicking the Export Table button in the upper right corner. The settings button directly to the right of this allows you to show or hide various columns from the web version of the table. The CSV or XLS export will contain all of the available columns from the table. 


After clicking Export Table, a modal will open where you can select the export quantity and file type.


Paycove shows 25 quotes/invoices per page by default. However, if you increase this quantity, then you'll also be able to export more invoices per page. For example, if you changed the results per page to 100, you would then be able to export single pages containing 100 invoices each. Change the results per page at the bottom of the page.


Export Multiple PDFs

To increase your efficiency when creating PDFs of multiple deals, use the Bulk Actions option. Check the box next to each quote or invoice number, or click the box at the top of the table to select all in view. Then click the Bulk Actions dropdown and select Download PDFs. Finally, click the Apply button to the right. Paycove will send you an email with a zipped file of the selected PDFs.



Still have questions on downloading quotes and invoices? Then feel free to reach out to us at support@paycove.io and we'd be glad to help you further.