Invoice List - Export

You can export the Invoice List for use in Excel or for uploading into separate accounting software. To export Invoices, use the following steps:

  1. Go to Accounting > Invoices.
  2. Apply filters, if desired.
  3. Go to Actions > Export

  4. On the Export dialog, you can specify a date range other than the one applied in Filters. Click Export after entering dates. 

  5. The dialog will refresh to indicate your export is available on the My Day page. 

  6. Go to the My Day page to retrieve your export.

 The following columns will appear on the export:

  • Invoice Date
  • Invoice Number
  • Client Name
  • Address
  • Frequency
  • Payment Type
  • Invoice Total
  • Invoice Balance
  • Invoice Sub Total
  • Sales Tax Amount
  • Sales Tax Reference
  • Is PrePayment
  • PrePayment Date
  • Date Paid
  • Sales Person
Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?