Export Invoices to Excel

When to use

• monthly reconciliation

• sending data to accounting

• reporting pipeline and cashflow
  

Steps

1. Go to Invoices

2. Filter by:

   • date range

   • status (Draft, Posted)

   • client/site (if needed)

3. Click Export to Excel

4. Save and share with finance team

Tip

Export Posted invoices for clean finance reporting. Use Draft exports only for pipeline forecasting.