You can export your recurring invoice schedules 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 Recurring Invoices table. Thus, to export a subset of your invoices, first filter the table. For example:
To export all of your schedules select “All” as the date filter.
To export all invoice schedules for a single customer, use the Customer filter. (See Filter by Customer above.)
To export all “Active” invoice schedules, use the Status filter. (See Filter by Schedule Status above.)
To export all schedules with activity in the last week, use the Date filter. (See Filter by Date Range above.)
The following sections describe how to export the file and define each column in the export.
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