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Download Invoices from Sales/Invoices Tab

Updated
The Goal: Download a copy of invoice data from the All Sales/Invoices page in the Billing section.

Before You Begin:

  • Apply any filters you want to the All Sales/Invoices list first, so the download contains only the invoice data you need.

Step-by-Step Instructions

  1. Go to Finance, Billing section, click All Sales/Invoices.
  2. Apply any filters you need (date range, invoice type, status, and so on) to narrow the list to the invoices you want to export.
  3. Click the download icon. The file downloads to your computer.
    All Sales/Invoices page under Finance > Billing with the filter controls visible and the download icon boxed

Common Pitfalls

  • Download includes too many records: Apply filters before you click the download icon to limit the export to the relevant date range, invoice type, or status. Without filters, every invoice in the list is included in the download.

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