Optix has the ability to export your invoice data in a generic .CSV file, as well as .CSV files formatted for Xero and Zoho.
- Click Invoices from the left-hand menu
- 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.
- Click Export invoice data from the blue bar that appears on the bottom of your screen
- 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.
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