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How to: Export an Invoice
Invoicing > How to: Export an Invoice

 To export an invoice

  1. From the Home page, choose Invoices
  2. Choose the Invoices tab
  3. Find and select the correct invoice by using the search window
  4. Choose Options and Export to PDF
  5. Choose a location to save the invoice to
  6. The invoice will be exported using the invoice reference as the file name
           

To export multiple invoices

  1. From the Home page, choose the Invoices option    
  2. Choose the Invoice Run tab
  3. Find and select the correct the invoices you want to export by using the search window, for example all invoices dated 01/03/2021               
  4. Select the Grid Window
  5. Check all the invoices you require printing, or click the column header to pick them all. 
  6. Choose Options and Export to PDF         
  7. Choose a location to save the invoice to
  8. Each invoice will be saved individually in the selected location, using the invoice reference as the filename.