Export the Customer Invoices and Payments tabs
Export
Export the Invoices or Payments shown on Customer tabs, based on sorts applied, by using these steps:
- Select Customers in the navigation menu
- Select the customer name
- Select the Invoices or Payments tab
- Select More actions
- Select Export .CSV or Export to Excel
Things to know
- The option to export won't appear if there are no payments or invoices for the customer
- The exported file will appear in the Downloads section of your browser, titled "export" or "export-X" with X being the number of the export. For example, the first export file will be called "export," the next one will be called "export-2" and so on
- The export won't include the values for associated documents, notes, checkboxes and/or actions
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