Exporting documents
Sliptree includes a robust system for exporting any documents you need. Estimates can be exported in CSV and PDF formats and invoices also add XML to the list for Estonian e-invoice support.
Gathering documents for export
To export every invoice or estimate, simply click on Export on the invoices or estimates page and select All results. Then, choose the desired format from the dropdown menu below and click on Export invoices/estimates.
For a more specific approach, the search bar and filters menu can be utilised to export a narrowed-down selection of documents. After applying the selected criteria, clicking on Export reveals an option to select 'x documents matching your search criteria', where x is the number of documents returned.
Export formats
CSV
Exporting documents into CSV will result in a single file, containing each document as a single row.
Exporting documents into PDF will result in a .zip file containing each invoice separately in a .pdf format, similar to how customers see invoices.
Estonian E-invoice (XML)
This is a machine-readable format which is only necessary for billing Estonian government entities. Only use this format if you know you need to use the Estonian E-invoice format, as it's not an otherwise widely accepted format.