{"id":15972,"date":"2023-12-27T14:55:33","date_gmt":"2023-12-27T14:55:33","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=15972"},"modified":"2026-10-14T08:03:14","modified_gmt":"2026-10-14T08:03:14","slug":"export-invoices","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/pt\/projects\/export-invoices","title":{"rendered":"Exportar faturas"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Se voc\u00ea deseja armazenar e salvar em um s\u00f3 lugar todas as faturas relacionadas a um determinado cliente ou per\u00edodo, \u00e9 poss\u00edvel export\u00e1-las como arquivos CSV ou Excel.<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-indigo\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewbox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-indigo\" style=\"mask-type:alpha\" maskunits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-indigo)\"><path d=\"M12 17C12.2833 17 12.5208 16.9042 12.7125 16.7125C12.9042 16.5208 13 16.2833 13 16C13 15.7167 12.9042 15.4792 12.7125 15.2875C12.5208 15.0958 12.2833 15 12 15C11.7167 15 11.4792 15.0958 11.2875 15.2875C11.0958 15.4792 11 15.7167 11 16C11 16.2833 11.0958 16.5208 11.2875 16.7125C11.4792 16.9042 11.7167 17 12 17ZM11 13H13V7H11V13ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"#3F51B5\"><\/path><\/g><\/svg><span class=\"box-label\">Informa\u00e7\u00e3o<\/span><\/div><div class=\"box-content\">\n<p class=\"wp-block-paragraph\">A exporta\u00e7\u00e3o de faturas est\u00e1 dispon\u00edvel no teste gratuito, no plano Standard e nos planos superiores.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewbox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskunits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Nota<\/span><\/div><div class=\"box-content\">\n<p class=\"translation-block wp-block-paragraph\"><strong>Administradores<\/strong> e <strong>membros espec\u00edficos<\/strong> (indiv\u00edduos ou grupos) selecionados na configura\u00e7\u00e3o <strong>Quem pode gerenciar faturas<\/strong> podem usar essa funcionalidade, desde que esteja ativada em <a href=\"https:\/\/clockify.me\/help\/pt-track-time-and-expenses\/workspaces#workspace-settings\"><strong>Configura\u00e7\u00f5es do espa\u00e7o de trabalho<\/strong><\/a> &gt; <strong>Permiss\u00f5es<\/strong>.<\/p>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"946\" height=\"1024\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-28-at-09.58.49-946x1024.png\" alt=\"\" class=\"wp-image-18484\" style=\"width:395px;height:auto\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-28-at-09.58.49-946x1024.png 946w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-28-at-09.58.49-277x300.png 277w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-28-at-09.58.49-768x831.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-28-at-09.58.49-11x12.png 11w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-28-at-09.58.49.png 1072w\" sizes=\"auto, (max-width: 946px) 100vw, 946px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Para exportar faturas:&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Acesse <strong>Faturas<\/strong>&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Clique em <strong>Exportar<\/strong> no canto superior direito da tela<\/li>\n\n\n\n<li>Escolha uma das seguintes op\u00e7\u00f5es:\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Salvar como CSV<\/strong><\/li>\n\n\n\n<li><strong>Salvar como Excel<\/strong><\/li>\n\n\n\n<li><strong>Personalizar ...<\/strong>&nbsp;<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"319\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/03\/Screenshot-2024-03-21-at-13.42.10-1024x319.png\" alt=\"\" class=\"wp-image-17286\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/03\/Screenshot-2024-03-21-at-13.42.10-1024x319.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/03\/Screenshot-2024-03-21-at-13.42.10-300x93.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/03\/Screenshot-2024-03-21-at-13.42.10-768x239.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/03\/Screenshot-2024-03-21-at-13.42.10-1536x478.png 1536w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/03\/Screenshot-2024-03-21-at-13.42.10-2048x637.png 2048w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/03\/Screenshot-2024-03-21-at-13.42.10-18x6.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Exportar para Excel ou CSV<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A fatura exportada \u00e9 nomeada da seguinte forma: Clockify_Fatura_.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">As faturas exportadas como arquivos Excel ou CSV listam todos os itens com base nos filtros aplicados e cont\u00eam todas as informa\u00e7\u00f5es relevantes, como ID da fatura, cliente, data de emiss\u00e3o, valor, saldo, moeda e status da fatura. Se houver v\u00e1rias p\u00e1ginas, todas ser\u00e3o exportadas no mesmo arquivo.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">A informa\u00e7\u00e3o de <strong>Saldo<\/strong> est\u00e3o relacionadas ao <strong>status Parcialmente pago<\/strong> que oferecemos para as faturas.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Em vez de ter uma coluna <strong>Moeda<\/strong> separada, a exporta\u00e7\u00e3o de faturas em m\u00faltiplas moedas \u00e9 tratada da mesma forma que a exporta\u00e7\u00e3o de registros de tempo\/despesas em m\u00faltiplas moedas.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Personalizar exporta\u00e7\u00e3o<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Para exportar apenas dados espec\u00edficos das suas faturas, voc\u00ea pode personalizar as configura\u00e7\u00f5es de exporta\u00e7\u00e3o.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Dessa forma, voc\u00ea pode exportar todas as faturas da tabela aplicando os filtros selecionados \u00e0s planilhas CSV e Excel, de forma semelhante \u00e0 exibi\u00e7\u00e3o das tabelas de faturas no Clockify.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Para personalizar a exporta\u00e7\u00e3o de faturas:&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Clique em <strong>Personalizar<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">As as <strong>Configura\u00e7\u00f5es de exporta\u00e7\u00e3o de faturas<\/strong> com informa\u00e7\u00f5es sobre as <strong>Faturas<\/strong> mencionadas acima<\/li>\n\n\n\n<li>Escolha os dados que deseja exportar marcando ou desmarcando as caixas (todas as caixas s\u00e3o marcadas por padr\u00e3o)<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"338\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-15.43.44.png\" alt=\"\" class=\"wp-image-15980\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-15.43.44.png 497w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-15.43.44-300x204.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-15.43.44-18x12.png 18w\" sizes=\"auto, (max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Depois de atualizar e salvar as configura\u00e7\u00f5es, essas altera\u00e7\u00f5es ser\u00e3o aplicadas a todas as exporta\u00e7\u00f5es futuras. As configura\u00e7\u00f5es de exporta\u00e7\u00e3o s\u00e3o individuais para cada usu\u00e1rio.<\/p>","protected":false},"excerpt":{"rendered":"If you\u2019d like to have all the invoices related to, for example, a certain clie&#8230;","protected":false},"author":25,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[66],"tags":[],"class_list":["post-15972","post","type-post","status-publish","format-standard","hentry","category-invoices"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"tamara radijevac","author_link":"https:\/\/clockify.me\/help\/pt\/author\/tamara-radijevac"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/15972","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/comments?post=15972"}],"version-history":[{"count":40,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/15972\/revisions"}],"predecessor-version":[{"id":35525,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/15972\/revisions\/35525"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/media?parent=15972"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/categories?post=15972"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/tags?post=15972"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}