Use the following instructions to export individual invoices into Microsoft Excel.
NOTE: The Invoicing feature is only available for testing companies.
1. Open the Customer page for the invoice that you want to export into Excel.
NOTE: You can also find an invoice using the Search menu at the top of any page, or by selecting Invoicing from the navigation menu.
2. Scroll to the Invoices section.
3. Find the invoice that you want to export, and then click the Show Invoice icon.
4. At the bottom of the Invoice page, click Export to Excel.
5. When the export is complete, it will appear at the bottom of the window.