Export documents as a package (Excel list, PDFs, e-invoices)
After this article you know how to download the documents of a period as a single ZIP — with an Excel list, all PDFs and the e-invoices — and what the last two columns of the list mean.
For your accountant, your annual accounts, a tax audit or a move to another system you sometimes need your documents all at once rather than one by one. That is what the Export documents button under Finance documents is for.
What is in the package
The export downloads one ZIP file containing:
belege.xlsx— one row per document with number, type, status, customer, event, service and issue date, due date, paid date as well as net, VAT and gross. Amounts are real numbers, so you can calculate with them in Excel right away.pdf/— the rendered documents as PDF.xrechnung/— the e-invoices (XRechnung XML) of your invoices. If an older invoice does not have one yet, it is generated during the export.
How to export
- Open Finance documents in the sidebar.
- Set up the list the way you need it: document type (invoices only, for example), status (paid only, for example), date range and, if needed, search.
- Click Export documents at the top right.
- The download starts. With many documents it takes a moment — the package is built while it downloads.
Important: the export always contains exactly what the filter shows — across all pages, not just the 50 documents currently on screen.
The last two columns: "PDF in package" and "E-invoice in package"
So you can rely on the package, the list records for every document whether the file really made it in:
| Entry | Meaning |
|---|---|
| yes | The file is in the package. |
| no — not generated yet | This document has no PDF yet. Open it, have the PDF generated, and it will be included next time. |
| no — file unreadable | The PDF could not be loaded. Open the document and generate the PDF again. |
| no — package size limit reached | The package hit its size limit; the remaining PDFs are missing. Export the period in smaller chunks. |
| no — invoices only | E-invoices exist for invoices only — quotes, delivery notes and credit notes do not get one. |
| no — generation failed | Details required for the e-invoice were missing. The document itself shows which ones (see E-invoice (XRechnung)). |
When the filter holds too many documents
One package holds up to 300 documents. If the filter matches more, the button is disabled and tells you the number of matches. Narrow the date range — quarterly or half-yearly, for example.
That is deliberate: a package that silently contained only the first 300 documents would look complete. Two downloads you can rely on are better.
What the export does not do
- It changes nothing about your documents: no status changes, nothing is marked as exported. You can pull the same period as often as you like.
- It does not generate PDFs. Documents without a PDF stay without one (see the table above).
- It is not a posting batch. If your accountant needs journal entries rather than documents, the DATEV export (Integrations → DATEV) or the BMD export is the right route — the two complement each other.
Who can export
Every member who is allowed to see finance documents. The package contains exactly the documents that person also sees in the list — no more.