"My Treasurer needs an export of all invoices from the website for the past month to assist with account reconciliation."

Every financial transaction completed on your Tendenci website creates an Invoice for accounting purposes. This is true even if the transaction results in a zero charge (a free membership) or carries a balance (pay by check at the door or abandoned online payment before completion).

You can easily export all Invoices for a given time period from your Tendenci website at any time.

Apps > 6. Financial > Invoices

Choose Export Invoices from the Invoices menu in the Tendenci nav bar.

Tendenci Exports

This will produce a .csv file that you can open in your spreadsheet of choice and filter/sort as needed.

 

 

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