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Handling and exporting your invoices

Under PMS menu you will find a separate submenu for Invoices which will help you to check, find and export your invoices which were issued from SabeeApp's Invoicing module.

In this menu you will find separate filter which will help you find your invoices.

1. The search bar will help you to find any invoice by ID or by customer name.

2. You can filter your invoices by Date of Issue or Date of fulfillment.

3. After chosing from the 2. option you can define a date range for your search.

4. You can also filter for a status which can be: Draft (proforma), converted (proforma), unpaid, paid, canceled or reversed

5. This filter will allow you to search by payment method.

6. Here you can decide if you would like to search for invoices issued for Guests/Companies/Partners

7. As you may already know, you can set up invoice accounts in SabeeApp. With this filter you can choose from these invoice accounts.

8. With the invoice numbering selector you can filter for your previously set invoice numberings as well.

9. With the currency selector you can display your invoices issued in one of your custom currencies.

10. The invoice type selector helps you find the regular invoices, prepayments, proformas, refund invoices or receipts

11. After setting up the filtering options, please make sure to always push the Generate button

After you are ready with the filters the system will automatically show you all the invoices which match your search criteria. If you are happy with your results by clicking on the Export (12.) button you can decide which format is the most suitable for you.

Invoices can be exported to Excel in several languages and other formats. The available list of formats will depend on your country as most of the accounting softwares are unique in each country.

In case of Excel export, you can decide which columns should be included in it by cliciking on the button marked with No. 13. By deafult all columns are marked but feel free to unmark the unnecessary ones.

If you would like to bulk download your invoices in PDF format, please make sure to use Export to ZIP. This wil compress your filtered invoices into a folder which will be downloaded right after clicking on the option.