Invoice Report Export

In order to export  your invoices please follow these steps: 1. Go to the ‘Invoices’ tab. 2. Enter your search criteria and click the ‘Find’ button. 3. On the top right corner of the resulting grid you may modify the number of rows. This will affect both the number of rows displayed and exported. 4.

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How can I import line-items using Excel?

The following tutorial applies to invoices, estimates and purchase orders: 1. Go to Invoices tab 2. Click “New Invoice”or select an existing invoice and click “Edit” 3. Click the “+Import Items” link. 4. Download our Excel line-item import template. 5. Fill in your line-items in the Excel spreadsheet, then save your file.      

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Excel Invoice Template

Here is how you utilize Excel invoice template to generate a bulk of invoices: 1. Go to “Invoices”tab 2. Click “Import Invoices” 3. Download the invoice import template. The template contains sample data as illustrated: 4. Save your changes. 5. Click “Choose File”to select your modified template. 6. Finally, click “Import Invoices”button. 7. Upon completion

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