Allow Invoice to be Exported

This article details how to allow invoice export in your system. By enabling this option, authorized users can export invoice data for use in reporting, auditing, or integration with external financial tools. Use this setting to improve flexibility and support financial workflows that depend on invoice exports..

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Financial to expand the corresponding menu.
3. From the Financial menu items, click Invoice Workflows.
4. Select an Invoicing workflow from the list to open the Invoicing Workflow Edit page.
5. From the left pane of the Workflow Edit page, select the States tab.
6. Navigate to the States tab.
7. Click the name of the state you want to update to open its Details sub-tab.
8. Select the Allow invoice to be exported checkbox, if it isn't already selected.

   

9. Click Save to apply your changes.
10. Click Back to return to the previous page.