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Export to Excel/Word/PDF format

The invoice system allows the export of an invoice from the Quick View to Excel, Word, and PDF formats. The default export formats are set to .xls (Excel) for spreadsheets and .doc (Word) for word processors.

To export:

1. Go to the invoices list by clicking the Invoices button under the Invoices & Payments tab

2. Click the Quick View icon of the selected invoice

3. In the Quick View page, you will see the Export links as shown in the figure below

 

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