How to Export Invoices (Excel, GST, Tally)?
Need to hand your invoices to an accountant, file a GST return, or pull the month’s billing into Tally? The Invoice Lists page gives you three one-click exports straight from the toolbar. Pick a date range, choose what to include, and Rentablez generates the file and downloads it to your device.
These exports come from your order invoices — the invoices generated automatically from rental orders. (Standalone invoices are a separate list with their own PDF/print flow.)
Before You Start
- You reach these exports from Finance → Invoices (the
/invoicepage). Anyone with permission to view invoices can export them — there is no separate export permission. - Exports respect the date range you choose in the export window, not just what is visible on screen.
- If the list is empty, the export button is disabled and shows “No data to export”.
The Three Export Buttons
The toolbar at the top of the Invoice Lists page has three export actions:
| Button | Output file | Best for |
|---|---|---|
| Export All / Export (Filtered) | Excel spreadsheet (.xlsx) | General records, sharing a working list, importing elsewhere |
| GST Report | Excel spreadsheet (.xlsx) | Tax filing — includes a tax breakdown, HSN summary, payments, and credit notes |
| Tally XML | Tally-importable file (.xml) | Importing Sales, Receipt, and Credit Note vouchers into Tally |
The main export button changes its label depending on your page filters. With no filters active it reads Export All; when you have filters applied it reads Export (Filtered) so you know the export will be scoped.
How to Export Invoices to Excel
Step 1: Open the export window
Click Export All (or Export (Filtered)) in the toolbar. The Export Invoices window opens.
Step 2: Choose a date range
Pick a preset from the Date Range dropdown, or choose Custom Date Range to enter your own dates:
| Preset | What it covers |
|---|---|
| All Time | Every invoice, no date limit |
| Last 7 Days / Last 30 Days | Rolling window ending today |
| Last 3 / 6 / 12 Months | Rolling window ending today |
| Current Year | 1 January to today |
| Previous Year | The full prior calendar year |
| Custom Date Range | Your own From Date and To Date |
If you already had a date filter set on the invoice list, the window opens pre-set to Custom Date Range with those same dates filled in. With Custom selected, both the From Date and To Date are required before you can export.
Step 3: Choose what to include
Under Filter Options you have two checkboxes (Excel export only):
- Apply current page filters to export — on by default. Carries your active list filters (search text, payment status, invoice status, customer type) into the file. A summary box shows exactly which filters will be applied; if none are set, it exports all records. Turn this off to ignore your on-screen filters and export the full date range.
- Include SKU / Asset Tag column — off by default. Adds a column with each line’s SKU / asset tag.
Step 4: Download
Click Export to Excel. The file downloads as invoices-export-DATE.xlsx. You’ll see an “Invoices exported successfully” confirmation.
How to Export a GST Report
Click GST Report in the toolbar (part of the grouped buttons next to Export All). This opens the Export GST Report window.
Choose a Date Range the same way as above, then click Download GST Report. The file downloads as gst-report-DATE.xlsx.
The GST Report is a GST-ready Excel with a tax breakdown, an HSN summary, and columns for payments and credit notes — built for handing to your accountant or preparing a return. It only asks for a date range; the page-filter and SKU options are specific to the plain Excel export.
How to Export to Tally (XML)
Click Tally XML in the toolbar. This opens the Export Tally XML window.
Choose a Date Range, then click Download Tally XML. The file downloads as tally-import-DATE.xml.
The Tally file is a Tally-importable XML containing Sales, Receipt, and Credit Note vouchers, so recorded payments and credit notes come across alongside the invoices. Import it into Tally using Tally’s XML import.
Tips
- Scope with filters first. For the Excel export, set your filters on the list (for example, only Company customers or only Bad Debt) and leave Apply current page filters on — the file matches what you see.
- Everything, ignoring filters: turn off Apply current page filters and pick All Time.
- File names include the download date, so repeated exports won’t overwrite each other on the same day’s downloads folder unless run on the same date.