Is it possible for my customer to be able to download their invoices in csv as I can? Currently I have to do this for them so it would be really helpful if I could allow them to do this & save me time.
If they also have a Quick File account, Quick File allows you to link your account to another Quick File account in a “Supplier >> Client relationship”. This means that the supplier can post invoices that automatically appear as purchase invoices in the client’s Quick File account. They can then download the information in CSV/Excel format.
So if they reguster for an account they’ll be able to do this?
That’s correct, click the link in my previous message to see our knowledgebase guide on linking the accounts.