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 Actions

  • 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.
     

 

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