Export the Customer Invoices and Payments tabs

Export

Export the Invoices or Payments shown on Customer tabs, based on sorts applied, by using these steps:

  1. Click Customers in the left navigation pane
  2. Click the customer name
  3. Click the Invoices or Payments tab
  4. Click More actions
  5. Click Export .CSV or Export to Excel

Export customer invoices tab - NEO

Export customer payments tab - NEO

Things to know

  • The exported file will appear in the Downloads section of your browser, titled "export" or "export-X" with X being the number of the export. For example, the first export file will be called "export," the next one will be called "export-2" and so on
  • The export will not include the values for associated documents, notes, checkboxes and/or actions