Exporting and printing the Open Invoices report

You can export the Open Invoices report to a file (Excel, CSV, or PDF) or print it directly. This is useful for creating backup records, sharing with your collection team, or generating monthly collection lists.

Before you start

• Apply filters as needed (customer, date range, days overdue, etc.) before exporting — the export will include only the filtered results.
• Ensure you have permission to export reports. Ask your administrator if you cannot see the export option.
• Choose the file format that best suits your needs: Excel for editing and analysis, CSV for compatibility with other systems, or PDF for sharing and printing.

Steps to export

1. Open the Open Invoices report and apply any filters you need (for example, filter by days overdue to export only urgent collections).

2. Look for an Export button or menu near the top of the report. It may be labeled "Export," "Download," or have a download icon.

3. Click the export button and select your desired format:

   • Excel (.xlsx) — best if you want to edit or add formulas
   • CSV (.csv) — best for importing into other systems
   • PDF — best for sharing or printing

4. The file will download to your computer's default Downloads folder with a name like "open-invoices-2026-07-03.xlsx".

5. Open the file in your desired application to review, edit, or analyze the data.

Steps to print

1. Open the Open Invoices report with all needed filters applied.

2. Look for a Print button or icon, or use the keyboard shortcut Ctrl+P (Windows) or Cmd+P (Mac).

3. A print dialog will appear. Choose your printer and configure print settings:

   • Page orientation (Portrait or Landscape — Landscape is often better for wide reports)
   • Number of copies
   • Page range (all or specific pages)

4. Click Print to send the report to your printer.

Tips for collections

• Export by customer: If you have a large customer base, filter by customer before exporting so you can send targeted collection lists to different team members.
• Sort by days overdue: Before exporting, sort by "Days Overdue" (oldest first) to prioritize the invoices that need immediate attention.
• Include in collection workflow: Export the report weekly or monthly and use it as your collection checklist to ensure no invoices are forgotten.
• Archive exports: Keep dated copies of your exports for audit trails and to track which invoices were outstanding on specific dates.

Tips for printing

• Print on demand: Print only the invoices you plan to contact today or this week — this keeps your desk organized and your collection efforts focused.
• Landscape orientation: Wider pages (Landscape) show more columns (customer, amount, due date, days overdue) without scrolling, making the printout more readable.
• Use color: If your printer supports color, the report may use color to highlight overdue invoices or other important information — ensure color is enabled in the print settings.