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My accountant needs an Excel file for billing
My accountant needs an Excel file for billing

Accountant needs a spreadsheet of invoices

Dennis S. avatar
Written by Dennis S.
Updated over a week ago

You can give your accountant an account and access only to Billing or you can do this and send him/her the file.

  1. Go to Billing

  2. Click the Reports tab

  3. Click on "Invoice Breakdown"

  4. Select a Report Period (there's a custom date range picker)

  5. Click "Generate Report"

  6. Click on the Export button besides the print button

That will export in Excel format.

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