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Downloading list of invoices for storage
Downloading list of invoices for storage

How to download lists of invoices for storage

Paul avatar
Written by Paul
Updated over a week ago

You can download invoices from the Invoices Page or the Report Center.

Invoices Page

  1. In the Side Menu, click Invoice Icon.

2. In the Invoice Page, click the Download Icon.

3. In the Invoice Report Modal, do these steps:

  • Select from Sort By, Orientation and File Type Jump to boxes.

  • Click Download.

Report Center

  1. In the Side Menu, click Survey Icon.

2. In the Report Center Page under the Invoices Reports, do these steps:

  • Click By Month to download the Invoice List by month.

  • Click By Date Range to download an Invoice List by date range.

3. To download By Month in the Invoices Report modal, do these steps:

  • Enter the Month.

  • Click Location.

  • Select from Sort By, Invoice Status, Sort Type and File Type.

  • Click Download.

4. To download By Date Range in the Invoices Report modal, do these steps:

  • Select from Date From and Date To.

  • Click Location.

  • Select from Sort By, Invoice Status, Sort Type and File Type.

  • Click Download.

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