Custom Invoice Export (Export Preset)

In OfficeRnD you can make custom invoice export presets for those cases where you need to customize part of the invoice reporting or import data into your accounting system. You can set a date format and choose specific properties or columns.

 

 

Action Items:

 

1. Review the kind of data you'd need for your use case.

2. Review what are the default invoice properties you can use in your export preset here.

3. Under Settings/Billing/Export Settings define the way you'd like to download your invoice data.

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