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What is Invoice Export?

The Invoice Export feature lets you download a list of invoices as a CSV file. This is useful for:
  • Accounting: Import invoices into your accounting software
  • Reporting: Analyze payment data in Excel or Google Sheets
  • Reconciliation: Match Revolv3 invoices with bank statements
  • Backup: Keep local copies of invoice data
  • Analysis: Perform custom analysis on payment data
When to use it:
  • Monthly or quarterly reconciliation
  • Generating financial reports
  • Importing data into accounting systems
  • Creating custom reports not available in the portal
  • Archiving invoice data
Note: Invoice Export is available through the Revolv3 Portal web interface. For programmatic access, use the Get Invoices API.

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How to Export Invoices

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Step 1: Navigate to Invoice Export

  1. Log in to the Revolv3 Portal (or Sandbox Portal for testing)
  2. Go to the Operations menu
  3. Click Invoice Export in the navigation panel

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Step 2: Select Date Range

  1. Use the date picker to specify the start date and end date
  2. Choose the date range that covers the invoices you want to export
  3. Make sure the range isn’t too large
Tip: For large date ranges, export in smaller chunks (e.g., monthly) to avoid hitting file size limits.

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Step 3: Run the Export

  1. Click the “Run Report” button
  2. The system will process your request
  3. A CSV file will be generated with all invoices in your date range

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Step 4: Download the File

  1. Once the report is ready, you’ll see a download option
  2. Click to download the CSV file
  3. Save it to your computer
Invoice Export interface

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File Format

The exported file is in CSV (Comma-Separated Values) format, which can be opened in:
  • Microsoft Excel
  • Google Sheets
  • Any text editor
  • Most accounting software (with import)
What’s included:
  • Invoice IDs
  • Amounts and dates
  • Payment status
  • Customer information (if available)
  • Payment method details
  • Transaction IDs
  • Etc.

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Limitations and Considerations

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Date Range Considerations

  • Large ranges: May take longer to process and generate larger files
  • Small ranges: Faster processing, smaller files, easier to manage
  • Best practice: Export monthly or quarterly for easier management

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Data Considerations

  • Real-time data: Export reflects data at the time you run it
  • Historical data: Includes all invoices in the date range, even if status changed later
  • Updates: If you need updated data, run a new export

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Real-World Use Cases

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Use Case 1: Monthly Reconciliation

Scenario: Match your Revolv3 invoices with bank deposits each month Solution:
  1. Export invoices for the month
  2. Import into Excel
  3. Match with bank statement using transaction IDs
  4. Identify any discrepancies

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Use Case 2: Accounting Import

Scenario: Import invoices into QuickBooks or other accounting software Solution:
  1. Export invoices for the period
  2. Format the CSV to match your accounting software’s import format
  3. Import into your accounting system
  4. Verify the import

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Use Case 3: Customer Analysis

Scenario: Analyze which customers pay on time, which payment methods are most successful, etc. Solution:
  1. Export invoices with customer information
  2. Analyze in Excel
  3. Identify patterns and trends
  4. Use insights to improve your business

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Best Practices

  1. Export regularly: Set a schedule (monthly, quarterly) for exports
  2. Keep backups: Save exported files for your records
  3. Use appropriate date ranges: Not too large (hits limits), not too small (too many files)
  4. Verify data: Spot-check exported data against the portal
  5. Secure storage: CSV files contain sensitive data—store them securely

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Alternative: Using the API

If you need programmatic access or more control:
  • Use the Get Invoices API to fetch invoices
  • Export to CSV in your own code
  • Schedule automated exports
  • Customize the data format
When to use API instead:
  • Automated exports on a schedule
  • Custom data formatting
  • Integration with other systems
  • More control over what data is included

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Common Questions

Q: How often can I export? A: As often as you need. There’s no limit on how many times you can export. Q: Can I export specific invoices? A: The portal export uses date ranges. For specific invoices, use the API or filter in Excel after export. Q: What if my file is too large? A: Reduce the date range and export in smaller chunks (e.g., monthly instead of yearly). Q: Can I schedule automatic exports? A: Not through the portal, but you can use the API to build automated exports. Q: What format is the CSV? A: Standard CSV format with comma separators. Can be opened in Excel, Google Sheets, or any CSV reader.

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Next Steps