Export Invoices to CSV

PracticeQ's invoicing system allows you to export invoice data, such as line items and payments, into CSV spreadsheet files.

1. Click Lists → Invoices.
2. Use the search filters to select date range, status, invoice number, etc.
3. Click Search.
4. Click the Export button to open the dropdown menu. Options are:
   
   1. Export Invoices to CSV
   2. Export Line Items to CSV
   3. Export Payments to CSV
   4. Export Invoices to PDF

Export Contents

• Export Invoices: This export contains essentially all invoice information, with one invoice per line of the file.
• Export Line Items: This export contains all of the invoice line items in separate rows of the file.
• Export Payments: This export contains all payments processed or manually tracked on invoices, with one payment per row of the file.