# Invoices Export

Source: https://docs.astalty.com.au/guide/exports/invoices-export

> Download invoices or invoice line items as a CSV for accounting and reconciliation.

The Invoices Export downloads invoice summaries or line items as a CSV. You need Finance access, and only Admins can use Exports.

## Finding the Invoices Export

Open [Exports](https://app.astalty.com.au/exports), select **Create Export**, then select **Invoices** under **Finance**. You can also open [Create Invoices export](https://app.astalty.com.au/exports/create/invoices).

![The Finance group of the Create Export list, with the Invoices row, Export all Invoices from a single Invoice Batch, highlighted above Outstanding Invoices and Payment Allocations.](https://docs.astalty.com.au/assets/screen-shot-2023-12-04-at-5.37.40-pm.png)

## Configure the Export

#### Invoice Batch

Choose an **Invoice Batch** to export every eligible invoice in that batch. Leave it blank to use the invoice date range instead.

![The Invoice Batch dropdown open under Export source, with B-90011 typed in its Search box and the matching batch listed by its number and date.](https://docs.astalty.com.au/assets/screen-shot-2023-12-04-at-5.38.39-pm.png)

#### Invoice Date Range

When no Invoice Batch is selected, set the invoice **From** and **To** dates. Both endpoints are included. The range is matched against each invoice's invoice date.

#### Regions

Where Regions are enabled, select one or more Regions to include invoices for Participants in those Regions. Select **Unassigned** to include Participants with no Region. Leave the field blank to include every Region.

#### Export Format

Choose **Invoices** for one row per invoice or **Invoice Line Items** for one row per invoice charge.

![The Export Format dropdown open, showing the Invoices and Invoice Line Items options.](https://docs.astalty.com.au/assets/screen-shot-2023-12-04-at-5.39.12-pm.png)

#### Line Items Style (optional)

For **Invoice Line Items**, choose the CSV layout:

- Leave the field blank for the standard generic line item columns.
- **Generic - Detailed** adds external IDs, item dates, item numbers, claim types, codes and cancellation details.
- **Quickbooks** formats columns for Quickbooks import.
- **Xero** formats columns for Xero import, including tracking fields.

#### Include NDIA Managed Invoices

This is off by default. Turn it on to include NDIA managed invoices alongside plan managed and self managed invoices.

Voided invoices are excluded from every format.

## Exported fields

The **Invoices** format contains:

- Invoice reference, recipient name and recipient email
- Invoice date and due date
- Participant name and NDIS number
- Management type
- GST amount and total amount
- Paid Status

The generic **Invoice Line Items** format contains invoice and Participant details plus Team Member, item name, item description, quantity, item price, GST, total and GST code. The detailed, Quickbooks and Xero styles change these columns for their intended layouts.

## Paid Status

When you choose the **Invoices** export format, **Paid Status** can be:

- **Paid:** The full invoice total has been paid.
- **Overpaid:** More than the invoice total has been paid.
- **Overdue:** The invoice still has an amount owing and its due date has passed.
- **Partially Paid:** Part of the invoice has been paid and the due date has not passed.
- **Unpaid:** Nothing has been paid and the due date has not passed.

The **Invoice Line Items** formats do not include **Paid Status**.

## Generating the Export

Select **Create Export**. When the export is ready it appears on the [Exports](https://app.astalty.com.au/exports) page, where you can select **Download**.

> **Export taking longer than expected?**
>
> All exports run in the background. If the export takes at least 20 seconds to become ready, Astalty also emails you. Download it from the Exports page.