All Collections
For Admins | Invoices
Managing Invoices
How do I export finalized invoice reports?
How do I export finalized invoice reports?

As an admin, learn how to export finalized invoice information from your dashboard as a spreadsheet

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

Optix has the ability to export your invoice data in a generic .CSV file, as well as .CSV files formatted for Xero and Zoho.

  1. Click Invoices from the left-hand menu

  2. Select the checkboxes to the left of the invoices you'd like to export. To select all, click the checkbox at the top left of the table.

  3. Click the 'ACTIONS' blue button that appears on the top of your screen

  4. Select which format you'd like (Generic, Zoho-compatible, or Xero-compatible) to start your .CSV file download

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

Need more info on Invoices?

Did this answer your question?