To create your Export document in order to load your Invoice details on to your accounting system, complete the following steps:
- Click on the 'Invoice' module on the main menu
- Click on the 'Invoice' sub-tab (light grey menu below main menu)
- Specify the date range for the Invoices you wish to include on the Export
- Click 'Search'
- Tick the box or boxes on the left hand side of the page to choose which Invoices you wish to include on the document
- Click 'Export Selected'
- Download and save the file
- Upload to your accounting system