Invoice Export Utility Overview

EPASS Support

22-Apr-2026

The Invoice Export Utility allows users to export multiple invoices in bulk using a list of invoice numbers from an Excel file. Invoices can be exported as PDF or RTF files using a selected print form and saved to a specified folder.

Security Setup

Navigate to:

Tools → System Maintenance → Tables → User Security → User/Group → Invoicing

Enable:

Utilities: Invoice Export

Click OK to save.

Note:
Users must have this security enabled to access and run the Invoice Export Utility.

Location of the Utility

Navigate to:

Invoicing → Utilities → Invoice Export Utility

How the Invoice Export Utility Works

The utility reads invoice numbers from an Excel file and automatically exports each invoice using the selected print form.

For each invoice:

• The invoice is exported as PDF or RTF
• The file is saved to the selected folder
• The file name matches the invoice number

Steps to Use the Invoice Export Utility

1. Go to Invoicing → Utilities
2. Click Invoice Export Utility
3. Select the Excel file containing invoice numbers
4. Choose the column that contains the EPASS invoice numbers
5. Select the Export Format:
   • PDF
   • RTF
6. Choose the Destination Folder where files will be saved
7. Select the Print Form to use for exporting
   (Available print forms on the terminal will be listed)
8. Click OK

The system will automatically export each invoice listed in the spreadsheet.

Important Notes

• Only print forms available on the current terminal will be listed.
• Invalid or missing invoice numbers may be skipped.
• Ensure the destination folder has write permissions.
• Users without the required security will not be able to run the utility.