We are in need of a report that will pull the clients details including mailing address but I can’t seem to find anything that does this.
Can this be added or can someone contact me to help me pull the data into a csv?
Hi,
Are you just needing all of your clients address/contact details in one spreadsheet?
Yes please. We have been requested to provide this to the Company providing invoice finance for us.
Hi,
Best way would be to create a back up of your account, instructions can be found here: Create a data backup schedule
One of the files created in this back-up will be the client ledger - this will have all the information you need.
Thank you for your help Beth
1 Like
This topic was automatically closed after 7 days. New replies are no longer allowed.