Export the Customer Invoices and Payments tabs


Export the Invoices or Payments shown on Customer tabs, based on sorts applied, by using these steps:

  1. Select Customers in the navigation menu
  2. Select the customer name
  3. Select the Invoices or Payments tab
  4. Select More actions
  5. 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