You can export the Invoice List for use in Excel or for uploading into separate accounting software. To export Invoices, use the following steps:
- Go to Accounting > Invoices.
- Apply filters, if desired.
- Go to Actions > Export.
- On the Export dialog, you can specify a date range other than the one applied in Filters. Click Export after entering dates.
- The dialog will refresh to indicate your export is available on the My Day page.
- 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