How do I export my 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 selector to All states.
When exporting these invoices, you have two options. You can see them all at the right top corner of the Invoices page.
- Export as CSV: This option will export the most frequently-needed information to a format that you can open up and see in Excel. Note that this version is more useful for VATMOSS reporting.
- Export as PDF: As it sounds, this option will export a file containing all your invoice information, for use with the Xero accounting software.