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Mass export

Export invoices, clients and items to XLS, CSV or PDF files

Updated over a week ago
  1. Click on Invoices or Estimates, Clients, etc. in the bottom of the screen

  2. A list of documents appears

  3. Select desired status or date filter (e.g. Unpaid invoices from Last year)

  4. Select the โœ… check-mark in the upper right corner

  5. Mark the check-boxes of the documents or items you wish to export. Click on the most upper check-box to select all documents. You can also uncheck unwanted documents

  6. A menu on the bottom appears. Select Export and choose between PDF, XLS and CSV.

  7. The export will be sent to your email (the same you use to log in) as a zipped file
    If you aren't logged in the app will ask you for an email address.
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