How do I export my pending invoice item data?

As an admin, learn how to export data on pending invoices

Written by Jenna C.
Updated over a week ago

The pending invoice item data export will generate a .CSV file containing the information you specify.

If you haven’t already, install the Data Exporter app
Click Data Exporter from the left-hand menu
Select the ‘Forecasted charges report’
Customize your report by selecting the columns you’d like to include
Click Download

To learn more about other data you can export from Optix, click here.

Need more info on Invoices?

Take a look at this quick guide to dive deeper.