Invoice Task & Note Export

The Invoice Task & Note Export creates a PDF that breaks an invoice down by the Tasks charged to it. Use it when an invoice recipient or Plan Manager needs the Task details and notes behind the invoice.

The action is available on the Professional plan and above. You need Finance access, and only Admins can use Exports.

Finding the Invoice Task & Note Export

1. Open Finance, then open Invoices.
2. Select the invoice you want to export.
3. Open Actions in the top right and select Export Tasks & Notes.

Astalty queues the export and takes you to the Exports page. Select Download when the file is ready.

What the PDF includes

The PDF contains each unique Task that has a charge on the invoice, ordered with the newest Task first. Each Task shows:

• Task name and date
• Participant
• The team member who completed it
• Every invoice charge for that Task, including item, details, quantity, price and total
• The Task notes, with their formatting preserved

Tasks without a charge on the invoice are not included.