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Exporting invoices or estimates

You can export your invoices and estimates as a list in a .csv-format or export all your invoices as PDF files. This article explains how to do it. 

 

Invoice or estimate list as a .csv file

  1. Go to the tab >Invoices (it works the same under the tab >Estimates)
  2. Choose a filter (e.g., All, Outstanding, or >More: Overdue, Paid, Deleted)
  3. Click on the >three parallel lines on the top right corner of the list to downloadScreenshot_5.png

 

Export invoices as PDF

  1. Go to the tab >Reports
  2. Select >Transaction report
  3. Choose the >Date range of invoices you would like to download
  4. Click >Download report on the upper right corner and select >Download PDF invoices
  5. A compressed .zip-file will be automatically downloaded to your computer containing all your PDF invoices from the selected time spanexport_pdf_invoices_with_zervant.png 
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