Skip to content
Yasa
Yasa Help

How do invoice search, categories and CSV export work?

The invoice list can be narrowed using search, status categories and the filter, sort and export controls.

Before you start

Use the correct workspace and check which records are currently visible.

What to do

  1. Open Invoices and choose the intended status category.
  2. Use Search invoices or open Filter, sort and export to refine the list.
  3. Review the visible selection and any export scope before downloading.
  4. Open the resulting file in a suitable application and check its columns and currency context.

What happens next

The list or file reflects the selected invoice scope rather than a new billing action.

If something goes wrong

Filters can hide existing records. A CSV export does not issue, send, pay or delete an invoice; keep downloaded financial information private.

Related guides

Midas

How do I create, review or pause recurring invoices?

A recurring schedule uses a saved, eligible invoice as its template. New schedules create drafts for review by default; automatic approval and email are separate choices.

Midas

How do I import a bank statement and match a received payment?

Bank matching imports a CSV statement and records explicitly confirmed incoming payments against eligible invoices. It does not transfer money or create a live bank connection.

Midas

How do I review receivables and download a customer statement?

Receivables shows recorded balances as of a selected date. A customer statement presents the selected customer's opening balance, movements and closing balance for a date range.