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Export invoice and payment data
Export invoice and payment data

How do I export my invoice and payment data?

Updated over 2 weeks ago

Here are the steps to export invoice and payment data:

  1. Navigate to the Billing page

  2. Go to the Export button in the upper right corner

  3. Select date range, status, and staff

  4. Click include line items checkbox for an itemized report

  5. Click Save

Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

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