Exporting invoices on your account

Listing invoices


To see customer specific invoices


  1. First, navigate to Customers in the left-hand navigation menu and then proceed to select the customer you wish to see the invoices for from the customer listings.
  2. On the Customer Details screen, click Invoices in the sub-navigation menu.





To see all customer invoices


  1. Navigate to Invoices in the left-hand navigation menu.




Exporting invoices


To export all invoices


  1. Click on the Export button at the top-right of the Invoices screen.
  2. Select the accountancy package you wish to format the invoice data for from the Format drop-down menu.
  3. Provide a date range of the invoices you wish to export using the From and To datetime fields respectively.
  4. Once you are happy with the values you have entered, click the Export button below the form to complete the export process.



To export a single invoice


  1. Locate the invoice you wish to export the invoices of in the Invoices listings page of your choice (see above).
  2. Click the invoice's respective Actions button in the Actions column.
  3. From the drop-down menu, click the Export action.
  4. Select the accountancy package you wish to format the invoice data for from the Format drop-down menu.
  5. Provide a date range of the invoices you wish to export using the From and To datetime fields respectively.
  6. Once you are happy with the values you have entered, click the Export button below the form to complete the export process.



Updated on 2017-05-17 10:36:14 +0100

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