Invoice Exporter

The invoice exporter allows you to build your own report with the specific information you need. The exporter pulls all the raw data from the system into one simple excel file for your review. 

Step-by-step

1. Click on the right arrow and open Accounts

Open

2. Go to the Receive Payments tab. 

3. Search for the invoices. You may search it by Invoice Date, Customer, Trading Entity, Status, Order Type and etc.. 

Open

4. Once the search results have populated, click on 'Export to Excel' at the bottom of the screen.

5. The Invoice Exporter window will show and choose the template you need for the report. 

You may add a template by clicking on the ADD

6. Click on EXPORT