Streamlined

Click the customer name to expand the card and View profile.

Under Overview &gt; Invoices, click the Export CSV arrow on the right side of the search bar.

Provide an email address to send the export to and hit Confirm.

1. Click the customer name to expand the card and View profile.
2. Under Overview &gt; Invoices, click the Export CSV arrow on the right side of the search bar.
3. Provide an email address to send the export to and hit Confirm.

Download a CSV file of a customer’s invoices.

Export customer invoices

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