Exporting documents

Estimates can be exported in CSV and PDF formats. Invoices add two more: Peppol BIS Billing 3.0 (international e-invoice XML) and Estonian E-Invoice 1.2 (the Estonian government XML format).

Gathering documents for export

There are two ways to start an export, so pick whichever fits the documents you want.

From the list-level Export button

Click Export above the invoices or estimates list. The dialog offers three scopes:

• All results — every invoice or estimate in your business.
• Current page — only the documents visible on the current page of the list.
• Matching your search — only documents matching your active search and filters.

For the third option, use the search bar and filters first to narrow the list. Filters cover date range, status, amount, customer, country, currency, and more. Pick a scope, choose the format from the dropdown, and click Export.

From a row selection (bulk actions)

If you only want specific documents:

1. Tick the checkbox at the start of each row you want to include.
2. Use the bulk action that appears at the top of the table — Download PDF (invoices) or the Export option in the More actions menu.

If your selection spans more than the current page, use Select all rows from all pages to expand it to everything in the filtered list before exporting.

What happens after you start an export

The export runs in the background on Sliptree's servers, and the dialog shows a progress bar while it works. You don't need to wait, since you can close the dialog, keep working elsewhere, or leave Sliptree entirely, and the export still finishes.

When the export file is ready, it downloads automatically if you still have the page open. Either way, you also receive an email with a download link. The link stays valid for 7 days.

If a document can't be created for some reason, the rest of the export still completes. The download and the email both include a list of the documents that couldn't be included, so you know exactly what's missing.

Export formats

CSV

A single CSV file containing each document as a row. Useful for importing into spreadsheets or other accounting systems.

PDF

A .zip file containing each invoice or estimate as a separate .pdf, formatted the same way customers see them.

Peppol BIS Billing 3.0 XML (invoices only)

The standard structured e-invoice format used across the Peppol network — most European countries, plus Australia, New Zealand, Singapore, and a growing list elsewhere. Pick this when your customer's accounting system accepts Peppol BIS 3.0 invoices.

Estonian E-Invoice 1.2 XML (invoices only)

The Estonian-government-mandated machine-readable format. Only choose this if you specifically need the Estonian E-Invoice format, because Peppol BIS 3.0 is broader and Estonian accounting systems accept it as well.

For sending e-invoices automatically (rather than exporting and forwarding manually), see Sending e-invoices to customers and Setting up e-invoicing.