Export documents as zip or CSV
Download PDFs, PINT AE XML and attachments as a zip, or a CSV of any list view.
Alya Books exports documents in two ways: a zip with one folder per invoice, and a CSV of the rows shown in a list. Use the zip for archiving and audits, the CSV for spreadsheets and accounting.
Zip of invoices
- Go to Invoices.
- Narrow the list with the filter chips and search, or tick the invoices you want.
- Click Export → Zip of this view (PDF, XML, files), or Zip of N selected when rows are ticked.
- In the dialog, tick what to include: PDF, PINT AE XML (with embedded files) and Attached files as separate files.
- Click the export button. The zip contains one folder per invoice, named after the invoice number, with
<number>.pdf,<number>.xmland anattachmentsfolder.
A message at the end tells you how many files were written and lists any invoice that could not be rendered.
CSV of a list
| Page | Button | Columns |
|---|---|---|
| Invoices | Export → CSV of this view | number, type, status, payment, buyer, buyer TRN, dates, currency, subtotal, VAT, total, paid, outstanding, category, cost centre, reminder level, review, test, archived |
| Incoming Invoices | Export CSV | number, supplier, supplier TRN, dates, currency, subtotal, VAT, total, paid, status, payment status, valid |
Both exports respect the current filters and search.
Other documents
- Quotes and order confirmations: open the document and use Preview to view or save it, or Send by email. Their PDF needs an HTML-to-PDF service on your environment; without one, Preview shows the printable version, which you can print or save from the browser.
- Cover letters and reminders: Download PDF from the row menu on their lists.
- Single invoices: Download PDF and Download XML from the invoice row menu.
Good to know
- The zip is built in your browser; large views take a moment and show progress.
- Invoice PDFs in the zip are drawn by Alya Books: the same file as Download PDF, email attachments and the API, in each invoice's design.
- Archived invoices are exported only when the Archived chip is selected.
- Integrations can fetch the same files through the API with
GET /invoices/{id}?format=pdfor?format=xml.