Exporting Customers Invoices/Estimates/Payment to ZIP

Go to the customer profile and click on the tab you want to export data eq. invoices

Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file.

Did you find this article useful?

  • Sending proposal to customer or lead

    We assume that you already have created the proposal. Click on the mail icon from the right side and...
  • New Customer Contact

    New Contact To create new customer contact, open the customer profile in the admin area that you wan...
  • New Customer

    Login to dashboard click customers and on the left side there is a button New Customer. Permissions...
  • Customer admins

    If you don't want to give permission VIEW for staff member to be able to see all customers, you can ...
  • Customers Registration

    You can enable/disable customers registration from Setup -> Settings -> Custome...