What this does: Downloads invoice data from the All Sales/Invoices page to a file on your computer.
Applies to: GrowthZone Finance. You need staff access to billing.
Before you start: Filter the All Sales/Invoices list first, so the download holds only the invoices you need.
Time needed: About 2 minutes.
Download invoice data
- Go to Finance, Billing section, click All Sales/Invoices.
- Apply any filters you need (date range, invoice type, status, and so on) to narrow the list to the invoices you want to export.
- Click the download icon. The file downloads to your computer.
Common pitfalls
- Download includes too many records: Apply filters before you download 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.