Exporting and printing the Paid Invoices report

Once you have generated the Paid Invoices report, you can export it to a spreadsheet file or print it for your records.

Before you start

• Have the Paid Invoices report open on your screen.
• Apply any filters you need before exporting (the exported file will include only the filtered data).
• Ensure you have permission to export reports.

Steps to export

1. Open the Paid Invoices report. Open in Usystems

2. Apply any filters to narrow down the data if needed (see Filters and options in the Paid Invoices report).

3. Look for the Export button near the top of the report.

4. Choose your file format. The system typically offers:

   • Excel (.xlsx) — for use in spreadsheet software
   • CSV (.csv) — for importing into other systems
   • PDF — for printing or sharing as a document

5. Click the export button. The file will be downloaded to your computer.

Steps to print

1. Open the Paid Invoices report. Open in Usystems

2. Apply filters as needed.

3. Look for the Print button or choose the print option from your browser menu.

4. Review the print preview on your screen.

5. Click Print and select your printer. The report will print with all current filters applied.

Tips & common mistakes

• Check your filters before exporting. If you only want invoices from a specific month or customer, apply those filters first so the exported file contains only relevant data.
• Choose the right format. Use Excel if you plan to edit or further analyze the data. Use PDF if you want a final, uneditable record.
• The exported file reflects what you see. The file contains only the columns and rows currently visible on your screen, filtered by your current settings.
• Name your file descriptively. When you save the exported file, give it a name that includes the date and any filter criteria (e.g., "Paid_Invoices_Jan_2026.xlsx").