Exporting the PDFs of one month or a quarter
Download every invoice, expense or payment of a month as PDFs in one zip file, for your accountant or for VAT.
At the end of a month or a VAT quarter your accountant usually asks for all the invoices, or all the expenses, as PDF files. Bulk PDF Export makes them all at once and gives you one zip file.
Sign in and a small bubble points at each button on your own screens, step by step.
Step by step
- Go to Utilities → Bulk PDF Export.
- In Select Type choose what you need: Invoices, Expenses, Payments, Credit Notes, Estimates or Proposals.
- Leave the status as All, or pick one, for example only paid invoices.
- Set From Date to the first day of the month and To Date to the last day, for example 01/09/2026 to 30/09/2026.
- Press Export. A progress bar shows how many PDFs are ready, and the zip file downloads at the end.
For a VAT quarter, use the first day of its first month and the last day of its third month, for example 01/07/2026 to 30/09/2026. The guide has buttons for this month, last month and last quarter that fill both dates for you.
Good to know
- Keep the page open until the download starts. You can work in another tab in the meantime.
- A long period takes a while, about a second per document, and that is normal.
- Inside the zip the PDFs are sorted into folders by year.
Related articles
- Show me how: guides that point at the real buttonsStart a guide and a small bubble walks you through your own screens, one button at a time.
- Creating and sending an invoiceFrom a new invoice to the customer's inbox in a few clicks.
- Recording an expenseLog a cost with its VAT and keep the receipt with it.
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