Two or more Invoices can be exported from mattero as a PDF document, and can be exported in a variety of different templates.

Please note, you must have at least one Invoice template uploaded to mattero before proceeding. Further, you can configure a number of fields to display custom information (such as Trust Credit amounts) in the final document. 

(View the Edit Document Templates article for more information.)

Selecting an Invoice Template

An Invoice template must be selected before any Invoices can be exported.

To select an Invoice template:

1. On the sidebar, select System ().
2. Under Time & Costing, select Invoice and Xero Settings.

3. Select the Template tab, then select an Invoice template from the list as needed.
4. Select Save.

Exporting Invoices

To export an Invoice:

1. In the sidebar, select Invoices ($), or select the Invoices tab on a Matter or Contact's page.
2. Select two or more Invoices (select multiple Invoices by holding down Shift or CTRL), then select Bulk Actions and Export Selected to PDF.

3. A confirmation window will appear; select Export.

4. The export will load in mattero; when the file is complete, a notification will appear on the Download icon at the top of the screen. Select this icon to view a list of available downloads and select your file.
   
   
5. Save the file to your device as needed.

Exporting Invoices during Creation

Invoices can be exported during the Invoice creation process as well. (For more information on this process, view the Create Invoices article.)

To export during the Invoice creation process:

1. On the Review Invoices page (Step 8 in the Create Invoices article), select Actions and then Export Selected to PDF.

2. A confirmation window will appear; select Export.

3. The export will load in mattero; when the file is complete, a notification will appear on the Download icon at the top of the screen. Select this icon to open up a list of available downloads and select your file.
   
   
4. Save the file to your device as needed.