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Exporting Customers Invoices/Estimates/Payment to ZIP

Exporting Customers Invoices/Estimates/Payment to ZIP

December 20, 2020

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

You can choose start and end date, the date is based on invoice/estimate/payment date

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