Patterns

What are export patterns?

Export patterns let you organize your exported invoices into custom folder structures and filenames using placeholders. This helps you maintain a consistent file organization across your exports.

How patterns work

Patterns consist of two parts:

• Folder pattern: Defines the folder structure (subfolder hierarchy)
• Filename pattern: Defines how files are named

Example:

• Folder pattern: {{year}}/{{month}}
• Filename pattern: {{vendor}}-{{invoiceId}}
• Result: Files like 2025/03/Acme Corp-INV-2025-001.pdf

Available placeholders

You can use these placeholders in your patterns:

Preset patterns

Invoice Radar comes with pre-configured patterns you can use as a starting point:

Default

• Folder pattern: {{vendor}}
• Filename pattern: {{invoiceId}}
• Result: Organized by company name

By Year & Month

• Folder pattern: {{year}}/{{month}}
• Filename pattern: {{vendor}}-{{invoiceId}}
• Result: Organized by date, with vendor and ID in filename

By Quarter

• Folder pattern: {{quarter}}
• Filename pattern: {{vendor}}-{{invoiceId}}
• Result: Organized by quarter within the year

Flat Structure

• Folder pattern: (empty)
• Filename pattern: {{vendor}}-{{invoiceId}}
• Result: All files in one folder, named with vendor and ID

Using patterns

In one-time exports

1. Go to Settings → Export Pattern
2. Click a preset pattern or customize your own
3. See a live preview of how your files will be organized
4. Click Save Export Pattern when satisfied
5. When you export documents via one-time export, they'll use this pattern

In Folder destinations

The Folder destination offers two options:

• Same as one-time exports: Uses your saved pattern from Settings
• Custom pattern: Create a different pattern just for this destination

This lets you organize different destinations differently. For example:

• One-time exports by vendor
• Folder destination by date
• Email destination uses a flat structure

Examples in practice

Given an invoice from "Acme Corp" with ID "INV-2025-001" dated March 15, 2025:

Valid characters

Patterns are converted to valid filenames/folder names. Invalid characters (like /, \\, :, ?, etc.) are handled as follows:

• The folder separator / creates subdirectories
• Other invalid characters are replaced with spaces
• Leading/trailing spaces are removed
• Multiple consecutive spaces are collapsed

Example: An invoice from "A/B Corp" with pattern {{vendor}}/receipt becomes A B Corp/receipt.pdf