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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 a week ago

Here are the steps to export invoice and payment data:

  1. Navigate to the Billing & Payments 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

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