Within MemBirds it is possible to make exports of the following elements:
- Members
- Orders
- Invoices
- Discount codes
You can easily create these exports by following the step-by-step plan below.
Step 1: From the management environment, go to the element you want to export (Members for example) and simply click on "Export".
Step 2: A pop-up will now appear in which you can choose the type of export (CSV, XLSX or XLS). If you want to export Orders or Invoices, the option to select a certain time period will also appear.
Step 3: Depending on the size of the file you want to export, it may take a few minutes before your file is ready to be downloaded. As soon as the file is ready, you will receive a pop-up notification in your MemBirds dashboard.
If you missed the notification, clicking the "Go to export overview page" button will also take you to the Export overview page (circled in the image above). Here you will find all documents ready to be exported.
You will also receive a notification at the bottom left of the screen as soon as the export is ready.
As you could read earlier, you can (next to members) also make the following exports:
- Orders (Shop > Orders)
- Invoices (Shop > Invoices)
- Vouchers (Shop > Vouchers)
Download a specific invoices as PDF
If you want to download specific invoices as a PDF because a customer asks for it, for example, you can do this by simply clicking on the relevant invoice via Shop > Invoices. It will then be downloaded directly to your device.