Exporting Outstanding Invoices
How to Export
- Open the Data Exchange Center from the Business menu
- Click Export on the Outstanding Invoices card
- Select the Location to filter invoices by, or leave the default to include all locations you have access to
- The wizard displays the number of open invoice records available for export
- Click Export to CSV and choose a save location
What Gets Exported
The export includes all invoices with an Open status at the selected location. The CSV file uses a multi-row format — each row represents one line item, not one invoice. An invoice with three line items appears as three rows in the file, all sharing the same invoice number.
For example, an export might look like this:
invoice_number,customer_name,invoice_date,due_date,item_name,quantity,unit_price,tax_amount,notes
INV-1001,Acme Corp,2026-01-15,2026-02-14,Widget Pro,2,29.99,4.80,
INV-1001,Acme Corp,2026-01-15,2026-02-14,Bolt Standard,10,4.99,7.98,
INV-1002,Jane Doe,2026-02-01,2026-03-03,Premium Service,1,99.00,7.92,In this example, INV-1001 has two line items and INV-1002 has one line item.
Exported Columns
| Column | Description |
|---|---|
| invoice_number | The invoice number assigned to the invoice |
| customer_name | The name of the customer on the invoice |
| invoice_date | The date the invoice was created |
| due_date | The payment due date |
| item_name | The product or service name for this line item |
| quantity | The number of units for this line item |
| unit_price | The price per unit for this line item |
| tax_amount | The tax amount applied to this line item |
| notes | Any notes attached to this line item |
Location Filtering
Invoices in AccuArk are assigned to a location. The location selector filters the export to only include invoices that belong to the selected location. If you need to export invoices from multiple locations, run a separate export for each one.
Common Uses
- As a template — If you have no open invoices yet, the export produces a CSV with only the column headers. Use this as a blank template for preparing your invoice import file.
- For reconciliation — Export your outstanding invoices to compare against your previous system and verify that all balances were carried over correctly after an import.
- For backup — Keep a periodic export of your open invoices as a snapshot of your accounts receivable at a given point in time.
- For external reporting — Use the exported data in Excel or another reporting tool to create aging reports, customer balance summaries, or other analysis outside of AccuArk.
Tips
- Multi-row awareness — Remember that each row is a line item, not a full invoice. To get invoice totals, sum the line item amounts (quantity multiplied by unit price plus tax) for each invoice number group.
- Re-import compatibility — The exported file uses the same format accepted by the invoice import. You can export from one AccuArk system and import into another.
- Only open invoices — The export includes only invoices with an Open status. Closed, paid, or voided invoices are not included.