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Downloading a Summary of Mass Invoice Reports

You can download a summary of mass invoice reports created for a defined time period. The report is in CSV format.

This procedure requires Owner, Administrator, or Editor privileges.

How to Download a Summary of Mass Invoice Reports

  1. Sign in as described in Accessing the Client Portal and navigate to Collect > Mass Invoices .
    The Mass Invoice Reports page appears.
  1. Filter the display as required. For more information, see Listing Mass Invoice Reports.

  2. Click the Export icon on the top right corner of the page.
    The Export data dialog box appears.

  1. In the Creation date field, select a day or range of dates.

  2. Select one of the following:

  • All Columns - Exports all of the data columns.
  • Visible Columns - Exports only the data columns that are currently displayed.
  1. Click Export.
  • If 1-99 records were displayed when you opened the Export data dialog box:

    The file is downloaded immediately to the Downloads folder on your local computer.

  • If 100 or more records were displayed when you opened the Export data dialog box:

    A pop-up message confirms that your report is being processed.
    When your report is ready, Rapyd sends you a notification by email.

    • In the email message, click Get File.
      The file is downloaded to the Downloads folder on your local computer.
"Batch ID","Report Name","Status","Created at"
"mpf_d5e68e38f24049a7e2b4150addf08a2e","Mass Invoice May 26.csv","Ready","26 May, 2020, 06:34 UTC"
"mpf_375ba2991e49936d39e6e5ea756ded95","Mass Invoice May 25.csv","Ready","26 May, 2020, 06:34 UTC"
"mpf_0ec99077eefe5a83f255eade9509ccc3","Mass Invoice May 24.csv","Ready","26 May, 2020, 06:33 UTC"
"mpf_1eda19c8f5717b2d340169d45cc9a34d","Mass Invoice May 23.csv","Ready","26 May, 2020, 06:33 UTC"
"mpf_1cad60db3f9b23c455e27b89e2e1ac3e","Mass Invoice May 22.csv","Ready","26 May, 2020, 06:33 UTC"

Report Format

Line 1 contains a list of headers. Each header is a column heading in the Mass Invoice Reports page. For a description of the headers, see Listing Mass Invoice Reports.

All subsequent lines contain the mass invoice report metadata, one report record per line.

Updated 17 days ago

Downloading a Summary of Mass Invoice Reports


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