MOBILE APP
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
WEBSITE
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
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.