How to export a list of invoices in CSV format

1. Go to the Tuition Module in Family Suite and select Invoices
   

2. Filter by either Description, Invoice #, Date, Invoice Status, Invoice Total, or Invoice Balance, and then select the records you wish to export as CSV.
   

3. If you have multiple pages of items to export, you will have to scroll to the bottom of the list and click on the page number to navigate to the next page (using the number navigation will ensure any selections you've made on the first page will not be cleared out).
   
   
4. Filter by either Description, Invoice #, Date, Invoice Status, Invoice Total, or Invoice Balance, and then select the records you wish to export as CSV.

5. Click the Export List button.
   
6. Your browser will download the file.  You can click on the file to open it.
   

7. The final product will be a simple format CSV file that can be read and edited in Excel.
   

Note: You can also Exports Lists in the following sections of the Tuition Module: Invoice Items, Customers, and Funds.

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Updated October 29, 2024 15:03