Invoices, payments and credit notes
Export invoices and sales PDFs
Use this Pixie CRM guide to export invoices and sales pdfs. It covers the navigation path, key controls and the checks that confirm completion.
Where to goInvoice list / Utilities → Bulk PDF Exporter
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for export invoices and sales pdfs, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Invoice list / Utilities → Bulk PDF Exporter in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Invoice selection, Date range, Customer filter, PDF output.
- Complete Export invoices and sales PDFs using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Invoice selection
Date range
Customer filter
PDF output
Checks before you finish
- Confirm customer, currency and invoice dates.
- Review tax treatment, totals and payment terms.
- Do not casually rewrite a paid transaction.
- Verify payment status and customer-visible document.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.