Exporting invoices

Action Steps:

1. Navigate to Billing: Go to "Operations" and then "Billing."
2. Access Export Options: Click on the gear icon next to "Add Invoice."
3. Select Export: Choose "Export Invoices."
4. Specify Filters: Select whether to export paid, unpaid, or both types of invoices, and specify the date range.
5. Choose Columns: Choose the columns for the export and save these settings for future use.
6. Export Data:
7. View Data: Click on ‘View’ to see the data in a browser window.
8. PDF Export: Click on "Get Statement" to download the report as a PDF.
9. Excel Export: Click on "Export" to download the data as an Excel file.