Export Invoices of Client

How-to
1

Hello I would like to export monthly, all invoices with are added to one, specify client.

Is it possible?

I saw there is option to Export from ‘Show all sales’ tab, but its limited.

How am I able to proceed and download ALL invoices?

2

You can get Detailed information about all invoices (summary and Item line) by performing a backup.

This would give you CSV files of all of you date which you can filter/manipulate/cross reference in Excel or similar software.

Please see the link below for more information

https://support.quickfile.co.uk/t/create-a-data-backup-schedule/8867

3

I have a related question. I’m setting up QF for old transactions and am asked to create an invoice when I tag a transaction as sales. Is it possible to upload the invoice I actually used instead?

For backups, the invoices I used are the ones I intend to keep on my computer/cloud. So it would really help to use the same ones on QF too. What would you recommend for this?

TIA,
Puja

4

You have to create an invoice in QuickFile but once you have done so you can upload attachments to sales invoices just like you can with purchases.

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