Instructions
- Navigate to the Invoices page
- Select the invoice tab you want to export invoices from (e.g. approved, overdue, etc).
- Tick the invoices you want to export to CSV.
- Select the export icon (arrow pointing into a box).
Note: The invoice export includes the customer, dates, line items, totals, and amounts paid and due. It does not include payment details, such as the payment method or date. To see how an invoice was paid, open it in Tradify and check the Payments section.
Additional Information
See here for more info on exporting: How To Export My Quotes
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