Downloading Invoices
Last updated
Last updated
Managing and accessing invoices efficiently is a critical part of running any business. Loopit offers several flexible options for downloading invoices, whether you’re dealing with individual bookings, multiple invoices for a specific company, or comprehensive financial reports.
This guide will walk you through the four main methods for downloading invoices within Loopit. From filtering invoices by criteria to exporting detailed reports, you’ll find everything you need to streamline your invoicing process.
The Bookings module allows you to download invoices associated with specific bookings. Follow these steps:
Navigate to Bookings
From the left-hand menu, select Bookings and locate an active booking.
Go to the Billing Tab
Within the booking, click on the Billing tab to access invoice options.
Download Options:
Individual Invoices: Highlight a row item, click the ellipsis (...) at the end of the row, and select Download PDF.
Export Multiple Invoices: Use the Export function to download all invoices visible in the current view.
Apply filters to the view to download only invoices that meet specific criteria, such as:
Issued invoices
Paid or partially paid invoices
Invoices within a specific date range
The Companies module consolidates invoices across multiple bookings for a single company.
Navigate to Companies
From the left-hand menu, select Companies and choose a specific company.
Go to the Billing Tab
Access the Billing tab for the selected company.
Download Options:
Highlight a row item, click the ellipsis (...) at the end of the row, and select Download PDF.
Export Multiple Invoices: Use the Export function to download all invoices available in the current view.
This view will display all invoices across bookings linked to the selected company.
The People module enables you to download invoices related to a specific contact.
Navigate to People
From the left-hand menu, select People and choose the relevant contact.
Go to the Billing Tab
Access the Billing tab for the selected person.
Download Options:
Highlight a row item, click the ellipsis (...) at the end of the row, and select Download PDF.
Export Multiple Invoices: Use the Export function to download all invoices visible in the current view.
This view includes invoices from multiple bookings associated with the selected person.
The Reports module offers pre-made reports for comprehensive invoice downloads.
Navigate to Reports
From the left-hand menu, select Reports.
Choose an Invoice Report:
Overdue Invoices: Displays all overdue invoices in your account.
All Invoices: Lists every invoice in your account.
Export the Report:
Click Export to download the report.
Enter an email address to have the report sent to you.
Apply filters (e.g., date range, status) to customize the export.