How to export invoices and create reports

There are 2 types of exports available in the billing section.

• Export invoices
• Export invoice duties

Go to Operations - Billing - click on the top right gear icon - click on Export Invoices

Export Invoices-

Export invoices will display all invoice-level columns

To export all invoices click on the large gear icon and select Export Invoices - Select the date range you would like to use while exporting - Select the payment status of invoices in the export - click on the checkboxes you would like as columns in the report - click on View/Download Statement/Export

Export Invoice Duties-

Export Invoice Duties lets you export duty-level data that has been billed.

This can be exported for all customers or for a specific customer.

To export all invoice duties click on the large gear icon and click on Export Invoice Duties. To export invoice duties for a specific customer, type the customer’s name in the filters before selecting Export Invoice Duties to get the export invoice duties pop-up. From the Export Duties pop-up, you can select a date range and the different columns you want to export the data for.