Bulk PDF Export

The "Bulk PDF Export" feature under the "Utilities" module allows users to export various types of documents and transactions into PDF format based on specific criteria. 

Here's an explanation of each field in the form:

1. Select Type:

This is a dropdown menu where users can choose the type of documents they want to export. The available options include:

• Invoices

• Estimates

• Payments

• Credit Notes

• Proposals

• Expenses

Users can select the document type they wish to export.

2. Status (for Invoices):

• This section appears when "Invoices" is selected as the document type.

• Users can choose the status of invoices they want to export. Options may include:

  • All

  • Unpaid

  • Paid

  • Partially Paid

  • Overdue

  • Canceled

  • Draft

3. Status (for Estimates):

• This section appears when "Estimates" is selected as the document type.

• Users can choose the status of estimates they want to export. Options may include:

  • All

  • Draft

  • Sent

  • Expired

  • Declined

  • Accepted

4. Payment Modes (for Payments):

• This section appears when "Payments" is selected as the document type.

• Users can choose the payment mode for payments they want to export. Options may include:

  • All

  • Bank

  • Stripe Checkout

5. Status (for Credit Notes):

• This section appears when "Credit Notes" is selected as the document type.

• Users can choose the status of credit notes they want to export. Options may include:

  • All

  • Open

  • Closed

  • Void

6. Status (for Proposals):

• This section appears when "Proposals" is selected as the document type.

• Users can choose the status of proposals they want to export. Options may include:

  • All

  • Draft

  • Sent

  • Open

  • Revised

  • Declined

  • Accepted

7. Payment Modes (for Expenses):

• This section appears when "Expenses" is selected as the document type.

• Users can choose the payment mode for expenses they want to export. Options may include:

  • All

  • Bank

• Stripe Checkout

8. From Date:

• Users can specify a starting date for the date range within which the documents were created.

To Date:

• Users can specify an ending date for the date range within which the documents were created.

Include Tag:

• Users can include a specific tag for filtering documents to be exported.

Actions:

1. Export:

• After selecting the criteria for export, users can click the "Export" button to generate PDF documents based on the selected filters.

Figure 1 Bulk PDF Export