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hchoi2
Level 1

I was communicating with one of your agent but it was disconnected for some reason. I was asking how I could get the invoice exported to excel form.

 
1 Comment 1
SophiaAnnL
Moderator

I was communicating with one of your agent but it was disconnected for some reason. I was asking how I could get the invoice exported to excel form.

You can export the invoice details from a report instead of the actual transaction, hchoi2.

 

Simply open the Transaction journal of the invoice and export it to an Excel spreadsheet.

 

Here's how:

  1. Open the invoice that you want to export.
  2. Click More at the bottom.
  3. Select Transaction journal.
  4. From the report, click the Export icon in the upper right-hand corner.
  5. Select Export to Excel.
  6. Open the exported file for your reference.

I've added screenshots too.

 

Please let me know if you need more help.

 

 

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