Invoice data from Optix can be exported as a .csv file, formatted to be easily uploaded to your accounting software.
- Log in to your optixapp.com subdomain
- Select Invoices from the left-hand menu
- Tick the checkboxes to the left of the names of your users to select whose invoice data you'd like to export. If you'd prefer to export invoice data for all users, instead tick the checkbox next to the word Name at the top of the list
- When you've selected the users whose invoice data you'd like to explore, click Export data on the menu that appears at the bottom of the screen
- Select which format you'd like (Generic, Zoho-compatible, or Xero-compatible) to start your .csv file download