How to: Generate Invoice XLS/CSV export
Configure the Excel template and layout for the invoice:
Navigate to Configuration > Templates > File exports and downloads.
Create a default invoice XLS (charge export) and define the fields:
Define the columns you want to show in your export eg.:First column: Invoice name
Second column: Order name
Additional columns: Charge description, amount excluding tax, amount including tax, and tax separately.
Save the template.
Set up the task to generate the invoice XLS file:
Ensure the invoice breakdown document type is activated under Configuration > Documents > Invoices
Go to Configuration > Tasks > Invoices.
Create a Generate invoice XLS task (generate document task).
Configure the XLS task:
Select Invoice breakdown as the document type.
Choose Generate as CSV and select the default invoice template created earlier.
Save the task and test it by generating an invoice.
Attach the invoice XLS when sending the invoice:
Go to Tasks > Send invoice.
Replace or add the invoice PDF document type with the Invoice breakdown document type.
Save and test sending the invoice with the attached Excel file.
