Search Knowledge Base Articles

Exporting Customers Invoices/Estimates/Payment to ZIP

Go to the customer profile and click on the tab you want to export data eq. invoices

Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file.

You can choose start and end date, the date is based on invoice/estimate/payment date

Did you find this article useful?


Related Articles

  • Sending proposal to customer or lead

    We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template w...

  • New Contact

    To create new customer contact, open the customer profile in the admin area that you want to create the contact then click on the tab Contacts. To cre...

  • New Customer

    Login to dashboard click customers and on the left side there is a button New Customer. Permissions – What permission this customer w...

  • Customers Registration

    You can enable/disable customers registration from Setup -> Settings -> Customers-> Allow clients to register. Your customers ...

  • Customer admins

    If you dont want to give permission VIEW for staff member to be able to see all customers you can assign staff member as admin to specific customer/s....