Opting for the CSV version of a client's invoice can offer significant advantages in terms of deconstructing prices and fees, providing an additional level of detail, or even as a means to deliver the client's invoices in a different format.

The CSV invoice export can be found by navigating to the invoice under the Accounting tab and the Client Invoice Finder. Once you've located the desired invoice(s), click the option to "export all invoices below to a CSV file."

The next screen will offer several different data points to select, or deselect, depending on the amount of information the client needs on this invoice file:

*NOTE* The CSV invoice export can be useful when clients request a report on how many times a certain package was ordered, because the Package ID and/or Package Name can be selected to display in the export.

Include Branch Invoices: When Yes is selected, the file will pull any invoice information for the branch account(s) along with the top account (if applicable).

Costs: Fees added in exception price that are passed onto client for employment and education verifications.

Fees: Fees passed onto the client that are setup in the Researcher Network.
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Fees can be viewed or added by clicking exception price on the search level:

*NOTE* Invoices that have already been exported to a prior CSV file will not be pulled into a new export if it is run again (screenshot below).