Custom Invoice Export (Export Preset)

In OfficeRnD, you can make custom invoice export presets. These can be useful if you need to customize part of the invoice reporting or import data in your accounting system. For example, 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 - click here.

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