Ability to Export Invoices into Excel
WhiteGlove
Member Posts: 9
I would love to be able to export all of my outstanding invoices into an excel spreadsheet that way I can send that to my customer instead of having to print statements. We have one large company we do business for and they have many branches we service. Each branch has its own account and we record invoices for each branch but it gets overwhelming at the end of the month to do statements - I would very much rather send them an excel spreadsheet that has all of the invoices with the amounts and the customer (where we list the branch #).
Thanks in advance!
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@WhiteGlove While that feature isn't available directly from the **Sales > Invoices ** section, you can use the google add-on feature, Wave Connect, to export invoices in bulk to a Google Spreadsheet! You can read the details on how to set-up Wave Connect here: https://support.waveapps.com/hc/en-us/articles/360020768272-Wave-Connect-Easily-import-and-export-data-with-Wave-s-Google-Sheets-add-on-
Thank you, that is helpful