MOBILE APP: Individual and Bulk Export Options
Click Documents and choose Invoices, Estimates, Clients, etc.
A list of documents appears
Select desired status or date filter (e.g. Unpaid invoices from Last year)
Select the checkmark in the upper right corner
Mark the check-boxes of the documents or items you wish to export. Click on the most upper check-box to select all documents. You can also uncheck unwanted documents
A menu on the bottom appears. Select Export and choose between PDF, XLS and CSV.
The export will be sent to your email (the same you use to log in) as a zipped file
<br- To download a single invoice, locate it in the Invoice List, and use the Download/Export option to save it as a separate file.>
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Click Documents and choose Invoices, Estimates, Clients or Products/Services
Select desired status or date filter (e.g. Unpaid invoices from Last year)
Mark the check-boxes of the documents you wish to export. Click on the most upper check-box to select all documents. You can also uncheck unwanted documents
Once a document has been checked then the number of selected documents and a new Actions button appear on the top of the page
Click on Actions
Select Export and choose between PDF, XLS and CSV- To download a single invoice, locate it in the Invoices Section, and use the Download/Export option to save it as a separate file.
XLS and CSV files are suitable for MS Excel and will be downloaded immediately as one file.
A PDF export will be sent to your email (the same you use to log in) as zipped PDF files. There are 20 invoices in one exported PDF file. - Individual invoice downloads are saved as separate files, while bulk downloads may be grouped into zipped files for convenience.