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 Export invoice data from the blue bar that appears on the bottom 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?

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