# Exporting Invoices from Plus2

HTML version: [Exporting Invoices from Plus2](https://support.gladstonesoftware.cloud/plus2/exporting-invoices-from-plus2)

## Problem
Users need to generate invoices in Plus2 for a member's invoicing account and export them as PDF files to their local PC via Remote Desktop.

## Resolution

1. **Open the member's invoicing account**
   - Go to the **Member** section in Plus2.
   - Search for the relevant member (you can search by surname or first name).
   - All valid member records will appear in blue. Double-click on the correct member.
   - Select **Account**, then **Display Options**, then **Invoicing Account**.

2. **Start the invoice run**
   - Click the **Invoice/Statement run** icon.

3. **Set the Sale Cut-off Date and Invoice Payment period**

   | Invoicing | Sale Cut-off Date | Invoice Payment period |
   |---|---|---|
   | Monthly | The last day of the month | Leave at the default (30 days) |
   | Every 10 weeks | The agreed date in 10 weeks' time | 70 days |
   | One-off event | The date of the event | Long enough to ensure payment is before the event |
   | Other periods (up to 3 months) | The agreed date | The number of days between the date raised and the final payment date |

   - For example, if you are raising an invoice on 1 December and want it to run to the end of February, set the Sale Cut-off Date and Invoice Payment period to match.

4. **Run the invoice live**
   - Tick **Live Run** and click **OK**.
   - When prompted by the message, click **Yes**.
   - A view will appear: cancel it. It shows again: cancel a second time. When it shows a third time, click **Okay**.
   - The invoice will now display. Make a note of the invoice number for your records.

5. **Open the invoice as a PDF**
   - Select the download button to the left of the screen.
   - Change the default destination from **Disk file** to **Application**.
   - Click **OK** to the next message that appears (and to any further messages).
   - Your invoice will now appear as a PDF.

6. **Print it to your local drive**
   - Click the **Print** option (this is used to save the invoice).
   - In the print dialog, change the Printer to **Microsoft Print to PDF (redirected)**, so it can be saved to your local drive.
   - Click **Print**.

7. **Save and file the invoice**
   - Go to your Documents folder on your local drive.
   - Locate the PDF file and rename it as required.
   - Move the file to your chosen invoices folder.

## Notes

- If you receive an error message that file links are blocked, see this alternative method: [Saving Files to Gladstone Drive from Plus2](saving-files-to-gladstone-drive-from-plus2.md).
- Setting the correct Sale Cut-off Date and Invoice Payment period is important to match your invoicing requirements and capture the correct transactions and payment dates.
- Organising invoice files in a dedicated folder can help with record keeping.
- Related: [Configuring Block Bookings in Plus2](configuring-block-bookings-in-plus2.md).