Mass export

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

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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

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.
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