The Goal: Download a copy of invoice data from the All Sales/Invoices page in the Billing section.
Before You Begin:
- Apply any desired filters to the All Sales/Invoices list first so the download contains only the invoice data you need.
Steps to Download Invoices
- Go to Finance, Billing section, click All Sales/Invoices.
- Apply any desired filters (date range, invoice type, status, etc.) to narrow the list to the invoices you want to export.
- Click the download icon. The file will be downloaded to your computer.
Common Pitfalls
- Download includes too many records: Apply filters before clicking the download icon to limit the export to the relevant date range, invoice type, or status. Without filters, all invoices in the list will be included in the download.