The Complete Guide to Bulk Exporting Invoices

Whether it's tax season or you're preparing for an audit, bulk exporting invoices is essential for e-commerce businesses.

When You Need Bulk Exports

• Tax preparation: Gather all invoices for your accountant
• Audits: Provide documentation when required
• Record keeping: Archive completed fiscal periods
• Analytics: Analyze sales patterns and trends

Export Formats Explained

PDF Export

Best for: Sharing with accountants, printing, archival

Features: Maintains formatting, easy to read

CSV Export

Best for: Data analysis, importing to spreadsheets

Features: Filterable, sortable, calculations-ready

Excel Export

Best for: Complex analysis, reporting

Features: Formulas, pivot tables, charts

Step-by-Step Bulk Export

1. Navigate to the Orders section
2. Select your date range
3. Apply filters (status, customer, amount)
4. Choose your export format
5. Click Export and download

Organizing Your Exports

Create a consistent naming convention:

invoices_[year]_[month]_[type].pdf

Example: invoices_2026_01_fulfilled.pdf

Pro Tips

• Schedule monthly exports for consistent records
• Store backups in cloud storage
• Keep at least 7 years of records for tax purposes