Export Invoice to Excel

Step 1: Prerequisites

• Contact KSB Consulting before using this feature

• Discuss your specific data requirements

• Confirm the desired format for export

Step 2: Access Export Screen

• Navigate to "Export Invoice to Excel" page

• View the list of available invoices with details:

  • Customer information

  • Order/Invoice numbers

  • Routes

  • Ship dates

  • Total amounts

Step 3: Select Invoices

Search and filter options:

• Use Customer/Order Search field

• Filter by Ship Date range

• Select Route from dropdown

• Use Show dropdown to view Not Exported items

• Click "Display All" to see all invoices

Step 4: Export Process

To export specific invoices:

• Check the boxes next to desired invoices

• Click "Export Checked" button at bottom of page

• Alternative: Use "Export ALL Unexported" for bulk export

Step 5: Download File

• System will generate Excel-compatible file

• Popup window will appear

• File will automatically download to your computer

Step 6: File Management

• Locate downloaded file on your computer

• File can now be imported into Excel

• Use "Clear Checked" to reset selections if needed