The Invoice Manager screen is used to view, export and email your Invoices. When you open this screen, you'll see a list of all Invoices within your system. From here, you can use the buttons to the left of each Invoice to either email or “print” (view as PDF).

You can also use the Filters at the top of the screen to filter your list. Simply click 'Toggle Filters' and make your choices.

The Restrictions section can be used if you wish to view a list which falls under a particular status, for example you can choose to view all Invoices which have not been exported, giving you a list that requires exporting.

To export Invoices, first of all identify the Invoice or Invoices you wish to export. You can use the filters as mentioned above to do this. You can click on individual Invoices, or click the 'Select All' option to highlight those you wish to export, and then click the Export button.

You can then choose the format you wish to export to. This may differ based on your accounts software and what you've got configured, but you'll always have the options for Excel and CSV. Click 'Export Invoices' once you are ready.

To export Multiple Invoices, the only thing that you need to do is hold the “CTRL” button when clicking other invoices. When you then export the invoices it will export all the invoices you selected in the format you chose.

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IF you want to export every invoice, there is a “Select All” option, this will select every invoice on the screen, and will export every invoice when you select the export option.