Export Invoices and Credit Notes for MYOB, Xero or CSV

Export Invoices and Credit Notes for MYOB, Xero or CSV

This help doc shows you how to export invoices and credit notes in a CSV file

 

 

Exporting Invoices And Credit Notes

 

 

 

We've made exporting your invoice data even easier.  There is now just one button to use when exporting invoice or Credit Notes from the Money Tab.

 

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When you click the  " Export CSV " button, this popup now appears with easy to understand instructions:

 

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Exporting invoices and Credit Notes for "Each" Activity

 

 

You can now export invoices and credit note data in one hit for each activity.

 

Here is the process flow:

  • Go to Activities tab
  • Select Invoicing
  • Select the attendees you want to export the data for
  • Select EXPORT TO CSV

Your invoices and credit notes will be exported all at the same time, you can also include voided and draft invoices and documents

 

 

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You can select the format of the export you would like, such as MYOB or Xero or Enrolmy, together with draft and voided invoices if necessary.

 

 

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