Export customer invoices and payments

Customer invoices and payments can be exported as follows:

Export invoices from the Send invoices page

Export the Invoices or Payments shown on the send invoices page, based on filters applied:

1. Select Send invoices
2. Select Filter and apply the relevant filters
3. Select More actions
4. Select Export .CSV or Export to Excel

Export payments from the Send invoices page

1. Select Send invoices
2. Select View Payments Received
3. Select Filter and apply the relevant filters
4. Select More actions
5. Select Export .CSV or Export to Excel

Export invoices or payments from the customer's record

1. Select Contacts
2. Select the customer
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 will not 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 will not include the values for attachments or checkboxes