Mass export
Export invoices, clients and items to XLS, CSV or PDF files
Updated over a week ago

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.
     

 

Did this answer your question?