Optix

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

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

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 <a href="https://support.optixapp.com/en/articles/2056118-how-can-i-export-my-optix-data" rel="nofollow noopener noreferrer" target="_blank">here</a>.

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Take a look at this quick guide to dive deeper.

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

How do I export finalized invoice reports?