To create your Export document in order to load your Invoice details on to your accounting system, complete the following steps:

  1. Click on the 'Invoice' module on the main menu
  2. Click on the 'Invoice' sub-tab (light grey menu below main menu)
  3. Specify the date range for the Invoices you wish to include on the Export
  4. Click 'Search'
  5. Tick the box or boxes on the left hand side of the page to choose which Invoices you wish to include on the document
  6. Click 'Export Selected'
  7. Download and save the file
  8. Upload to your accounting system
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