Export invoices

First, filter your invoices by number, contact, tag, time frame and state in order to find the invoices you wish to export.

To export everything, leave the filter textbox blank, set the timeframe to All time and the state unselected.

When exporting these invoices, you have two options. You can see them all at the right top corner in Invoices.

  1. Export as CSV: This option will export the most frequently-needed information to a format that you can open up and see in Excel.
  2. Export as PDF: As it sounds, this option will export a file containing all your invoice information.

You can export credit notes, estimates, or expenses with these same steps.

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