Export seller order data
Open the seller Orders page for the form you want to export, then choose the CSV export. Select only the columns needed for the task. Available data can include customer and address fields, products and variants, totals, statuses, notes, custom answers, and poll or choice summaries.
Expanded options can give each custom field or product quantity its own column. Monetary columns separate item subtotal, product discounts, shipping discounts, surcharges, total discounts, and saved total so a fee or shipping coupon is not hidden inside one unexplained number.
The optional product and question summary adds Orders and Units rollups for products and supported poll, checkbox, multi-select, or image-choice questions above the order rows. The main table adds a totals row for selected product, choice, and saved-total columns. Poll-only forms use a summary section followed by per-response rows. CSV cells that could be interpreted as spreadsheet formulas are escaped, but the file still contains sensitive order data.
Create invoices and packing slips
Open Builder → Settings → Invoices & Packing Slips to save separate profiles for the two document types. Each profile has its own Automatic, US Letter, A4, or 4×6 thermal paper default; information and custom-field choices; section order; default and per-item text sizes; logo; background or watermark; opacity; and preview. Switching between Invoice and Packing Slip keeps unsaved profile work in memory until you save both.
Create an invoice or packing slip for one order, selected orders, or a fulfillment bundle. EZFormz uses the saved profile and paper size when it builds the PDF in the browser; there is no temporary print-configuration step. Bulk printing builds one multi-page PDF. The browser reserves the output tab before rendering and downloads the file if the tab is blocked.
These PDFs are seller documents for fulfillment and recordkeeping. Creating or downloading them does not change order state, payment state, inventory, or the buyer's receipt.
An invoice is not proof that payment was received. Its profile can show a prominent payment status, saved unit and line prices, discounts, shipping, surcharges, total, payment instructions, and balance. It uses the immutable saved order-price breakdown rather than recalculating an old order from current form settings. If an old line lacks a trustworthy saved unit price, the invoice shows N/A instead of inventing $0.00 while retaining any trustworthy saved line total.
A packing slip is fulfillment-only. It can include buyer and shipping details, items and quantities, custom fields, notes, status, order date, and tracking, but never prices, discounts, fees, totals, balances, or payment instructions, even if malformed old settings tried to enable them. Thermal output is monochrome, omits watermarks, and can include the profile's thermal logo.
Both document types wrap long content into measured rows and additional pages. Oversized agreement questions are summarized as Agreement and Agreed, logos reserve header space, item rows use solid separators, and standard paper includes page counts.
Keep buyer receipts separate
A seller export, invoice, or packing slip is not the protected receipt stored for buyer history. Removing an operational seller order or a downloaded file does not control that protected buyer copy. See View buyer orders and protected receipts.
Downloaded CSV and PDF files can expose buyer names, contact information, addresses, order contents, totals, and notes. Store them securely, share them only with people who need them, delete extra copies, and redact screenshots before sending them to support.