If you want to download multiple invoices at once in a CSV file or PDF, you can do that easily on Refrens.
To do this, navigate to your invoice dashboard and go to the “Download As” dropdown option as shown below:
You will see three different download options:
1. Download as CSV
2. Download as CSV with Line Items
3. Download as PDF
Before we go into each of these options, firstly you need to decide if you want to download all your invoices or just some selected ones.
Downloading All Invoices:
If you want to download all the invoices, you can directly go to the ‘Download As’ dropdown menu as shown above.
Downloading Selected Invoices:
Just select the invoices you want to download > go to “Bulk Action” > select if you want to download it as a CSV/PDF from here.
Now, let’s take a look at all three options:
1. Download as CSV
Just click on the “Download CSV” option and wait for a few seconds while your CSV file gets ready. Then just click on “Download” to get your CSV file.
This is what your CSV file will look like:
Now let’s see how you can download CSV with invoice line items.
2. Download as CSV with Line Items
The process is the same as we have discussed above. Just select ‘Download as CSV with Line Items’ in the 'Download As' dropdown.
This is what your CSV file will look like:
3. Download as PDF
Similarly, just click on Download as a PDF.
A link to download the zip file will be sent to your email:
Just click on "Download Invoices". The zip file containing all your invoices as a PDF will be downloaded. You can simply extract the PDF of all the invoices from this zip file.
That’s it! Downloading multiple invoices at once is that easy on Refrens!