---
title: "Exporting an Invoice"
slug: "exporting-an-invoice"
updated: 2026-08-10T20:22:32Z
published: 2026-08-10T20:22:32Z
canonical: "help.idibilling.com/exporting-an-invoice"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting an Invoice

To create the export file

- Click either of the Export buttons near the top of the Invoice view.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/35164.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A49Z&se=2026-11-14T11%3A58%3A49Z&sr=c&sp=r&sig=6UXXAVm%2BHfgikw032acOX6O6gsSBp3mGbne686W3gfA%3D)
- Select the export file type, then click **Next**.

![Exports2](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/29449.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A49Z&se=2026-11-14T11%3A58%3A49Z&sr=c&sp=r&sig=6UXXAVm%2BHfgikw032acOX6O6gsSBp3mGbne686W3gfA%3D)
- Select the fields to include in the export file, then click **Next**.

![Export 3](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/29450.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A49Z&se=2026-11-14T11%3A58%3A49Z&sr=c&sp=r&sig=6UXXAVm%2BHfgikw032acOX6O6gsSBp3mGbne686W3gfA%3D)
- Browse to the location where you want to save the file and specify a file name, then click **Save**.

![Export 4](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/29451.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A49Z&se=2026-11-14T11%3A58%3A49Z&sr=c&sp=r&sig=6UXXAVm%2BHfgikw032acOX6O6gsSBp3mGbne686W3gfA%3D)
- Confirm the location and file name you specified above, or change if necessary, then click **Next**.

![Export 5](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/29452.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A49Z&se=2026-11-14T11%3A58%3A49Z&sr=c&sp=r&sig=6UXXAVm%2BHfgikw032acOX6O6gsSBp3mGbne686W3gfA%3D)
- Choose whether or not to view the file when you finish with this wizard, then click **Finish**.

![Export 6](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/29453.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A49Z&se=2026-11-14T11%3A58%3A49Z&sr=c&sp=r&sig=6UXXAVm%2BHfgikw032acOX6O6gsSBp3mGbne686W3gfA%3D)

If you choose to view the export file, the file is saved to the specified location and opened for viewing; otherwise, the file is simply saved to the specified location.