Webinar: Automating Your Simpro AP with EzzyBills – Recording

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EzzyBills User Guide

Download Invoice History

What is it?

This web application allows you to download your recent invoice history, up to 300 invoices. In Excel file format, which contains both invoice summary data and detailed line item details.

How to use it:

1. Login to EzzyBills. Go to Apps > Ezzybills Apps. Click the web application: Download History. (see screenshot above)

2. Click the blue Start button at the bottom. We will download your invoice history immediately.

(alternatively you can email to ###.App.DownloadHistory@ezzybills.com, where ###@ezzybills.com is your normal upload email.

3. In a minute or less, click Dashboard, and click Show All. You will see one row has been generated, which will be used to hold the output Excel file.  Click the invoics_data.xlsx link to download.

What is the history file format?

The Excel file generated will contain two worksheets: summary and invoices. It contains the most recent invoices, up to 300.

  • Screenshot below:  the summary worksheet example and key summary invoice data fields.
  • Screenshot below: the invoices worksheet example.

It contains the invoices, one after another, with line details.

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