How to export Invoice Data to Excel?

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Step 1

  1. Click on the "Accounting" menu.

  2. Then continue select "Customer Invoice".

  3. Select   from   which is at the right top.

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Step 2

  1. Select the correct choices which under "Advanced Search" that shown in the diagram above.

  2. Click on   button.

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Step 3

  1. Select  .

  2. Type in any name   .

  3. Then, select   .

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Step 4

  1. Click on the name you created just now to filter out all the cancelled invoices.
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Step 5

  1. Select   on those invoices that you need to export at the bottom.

  2. Select   button and click on "Export".

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Step 6

  1. Kindly choose the correct export type   .

  2. For the field eg invoice lines / quantity, you have to expand the "Invocing Lines" and click on Quantity.

  3. Then, remember select   .

  4.  (Type a name here and click OK).

  5. Lastly, select   . 

Odoo CMS - a big picture
Odoo CMS - a big picture

Step 7

  1. For the next export, to export the same field, just select the invoice.

  2. Then click export and select the "FIELD LIST" from the drop down button as you save in step 6.