Filter and export the sales register

Version 2026.11 Reading time: 4 min Permission required: Sales management; Excel export of documents to export

Sales Management lists your quotes, orders, invoices and other documents. Its filters help you find a precise list, which you can then export to Excel.

Choose the document type

At the top of the list, the Quote, Invoice, Order, All switch (and Folder if the Folders option is active) limits the list to one document type. The creation buttons shown follow this choice (see Create a quote or an invoice).

For an accounting profile, the screen is titled Validated invoices and does not show this switch.

Filter the list

Choose the display: Table mode or Card mode. In card mode, click Filters to show the filters.
In a column header, use Filter (or Sort by to sort the list).
Set the filter for the column, then click Apply. Reset removes the filter.

Columns	Filter offered
Creation Date, Due Date	Select a period, or a shortcut: Today, Last 7 days, This month, Last 6 months, This year.
Amount incl. VAT, Amount covered, Remaining due (and Amount excl. VAT, VAT amount if shown)	Filter by amount: a Value or an Amount range (Min, Max).
Document No.	Contains, Starts with, Ends with, Exactly or Does not contain.
Customer, Tags, Document Type, Manager	Choice list with Search... and All. The types also include Credit note and Delivery note.
Status	Paid or Unpaid.
Validation	Valid or In preparation.
Recurrence	Standard, Recurring template or Generated automatically.

The Manager column only appears with the Manager column permission. If the list comes from the header search, CAPPS shows it with Search: followed by the searched text; click Clear to return to the full list.

Export the list to Excel

Apply the filters you want: the export uses the current view and filters.
Open the More actions menu (⋮), Tools section, then click Export; the E key starts it when the menu is open.
The Configure Excel export window opens. The columns visible on screen are selected. Select or clear columns (or Select all), and look for one with Search for a column....
Order the columns by drag and drop or with Move up and Move down.
Check that each selected column has an Excel Code (for example MONTANT_TTC). CAPPS suggests one automatically; Auto-codes fills in all missing codes.
Click Export (the number of columns is shown). CAPPS shows Preparing Excel file..., then the number of documents successfully exported!

The export button stays inactive if a selected column has no code (Some selected columns have no defined code.) or if two columns have the same code (Some codes are duplicated across multiple columns.). If the file does not arrive, CAPPS shows No data returned by the server. or Error during export.: check your filters, then try again.

The Export button requires the Excel export of documents permission. The menu only shows the actions allowed by your profile.