Exporting Invoice PDFs for a Period

Flowtly Editorial Team3 min

At the end of a month or a quarter, your accountant usually asks for the same thing: every invoice you issued in that period, as PDFs. Flowtly can assemble that for you as a single ZIP archive, so you do not have to open and download invoices one at a time.

Two ways to get your invoice PDFs

Pick invoices by hand. In Accountancy → Invoices, select the invoices you want and choose Download selected PDFs. Flowtly returns a ZIP containing one PDF per selected invoice. This is the right tool when you want a specific handful of documents.

Ask your AI assistant for a whole period. If you have connected Flowtly to an AI assistant (such as Claude or ChatGPT) through the Flowtly connector, you can simply ask:

"Give me all our invoices for June."

The assistant prepares the export and hands you back a download link. This is the easier route when you want an entire month, and it is the only way to export a period without selecting each invoice yourself.

What goes into the export

  • Only invoices you actually issued. An invoice counts as issued once it has been sent to the client, or accepted through KSeF e-invoicing. Drafts and unsent invoices are never included — they are not documents you put into the world, and your accountant should not receive them.
  • Correction invoices are included. A correction is its own legal document, belonging to the period in which it was issued.
  • The period is based on the sale date, not the issue date. This is the same date Flowtly's other accountancy exports use, so a month's PDF export and a month's CSV export always describe the same set of invoices.

Flowtly renders each invoice into a PDF, so a large period takes a little time — think a couple of minutes for a normal month rather than an instant response. The work happens in the background: your assistant will tell you it has queued the export, then let you know when the archive is ready.

The download link is valid for one hour. After that it stops working, and you will need to ask for the export again. This is deliberate: the link works without logging in, so anyone holding it can open the archive. Treat it like the invoices themselves — do not forward it to people who should not see your billing.

Limits

A single export covers up to 200 invoices. If your period contains more than that, Flowtly will tell you the exact number and ask you to narrow the range — exporting one month at a time is the usual answer.

If a period contains no issued invoices, you will get a clear message saying so rather than an empty archive. If you were expecting invoices to be there, the most common reason is that they are still drafts.

  • Invoices — creating, reviewing and sending invoices.
  • Accountancy Exports — CSV and XLSX exports for Comarch Optima, Symfonia, Wapro and enova365, when your accountant needs data rather than documents.

Connection map

Refers toUses upDerived fromPart of
Documented hereDocumented elsewhere
invoice billed to counterparty. invoice taxed by tax-group. cost spends against budget. cost owed to counterparty. bank-transaction reconciled to invoice. bank-connection imports bank-transaction. contract schedules payment-schedule-line. contract agreed with counterparty. contract attached to budget. budget covers project. invoice billed from project. project linked to budget. lead becomes counterparty. deal sold to counterparty.billed totaxed byspends againstowed toreconciled toimportsschedulesagreed withattached tocoversbilled fromlinked tobecomessold toIInvoice — A sales document issued to a client: line items, dates, tax. It is created, reviewed, previewed and then sent.InvoiceCCounterparty — The other side of a financial document — a client billed, or a supplier owed.CounterpartyTTax group — The tax treatment applied to a line, so rates are set once rather than per document.Tax groupCCost — Money the organisation owes or has spent, tracked against a budget.CostBBudget — The financial envelope an engagement is measured against — what was planned, versus what has actually been spent.BudgetBBank transaction — A movement on a connected bank account. Matching it to an invoice or a cost is what makes the books agree with the bank.Bank transactionBBank connection — The consented link to one bank that transactions arrive through. It can stop working on its own — a consent expires or is withdrawn — so it reports whether it is still working.Bank connectionCContract — The financial terms of an engagement: a structured set of payment schedule lines, in one direction or the other.ContractPPayment schedule line — One dated amount on a contract, in a direction — money owed to a supplier, or due from a client.Payment schedule linePProject — The core organizational unit for a business initiative, client engagement or internal work. Everything tracked — time, cost, invoicing, profitability — hangs off one.ProjectPProspect — A company you are working but that is not a customer yet. It sits at New, Contacted or Qualified, and everything done to it is logged against it.ProspectDDeal — A sale in progress: a customer, an amount, and the stage it has reached. It cannot exist without a customer, and its stage is never blank.Deal

Related terms