You can export your invoice history as a .csv (comma delimited text) file that can be opened in Excel for advanced reporting and charting, or can be imported into any other software system that accepts .csv imports.
The export file will contain all of the records included in the Invoices table. Thus, to export a subset of your invoices, first filter the table. For example:
To export all of your invoices select “All” as the date filter.
To export all invoices for a single customer, use the Customer filter. (See Filter by Customer above.)
To export all “Past Due” invoices, use the Status filter. (See Filter by Invoice Status above.)
To export all invoices sent in the last week, use the Date filter. (See Filter by Date Range above.)
To export all “Cancelled” invoices for the current month, use both the Status filter and the Date filter.
The following sections describe how to export the file and define each column in the export.
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