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To export invoices
- Select “Sales” from the navigation menu.
- Click “Manage Invoices”.
- Select the invoice(s) you wish to export using the tick-box at the top left of each invoice in the invoices list.
- Click the button “Actions” at the top left of the page.
- Click “Export”.
- Specify the export details
- Type: Select the type of invoice export using the drop-down menu.
- Invoices: Select to export the invoices’ information only excluding the items.
- Items: Select to export the invoices’ information and the invoice items’ details you wish to be exported.
- Note that upon selection, a new drop-down called “Items” appears.
- Select the invoice(s) items you wish to be exported using the drop-down menu.
- Invoice Fields: Select the invoice fields you wish to be exported.
- File Type: Select the type of the file to be exported from CSV (, separated), CSV (; separated), Excel or XML.
- “Save As Template” Checkbox: Check to save the current selected export details as a template for future use as needed.
- Template Name: Input the name of the template.
- Click “Export”
- A file with the specified file type starts downloading.
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