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Export Invoice list
Export Invoice list

How to export your invoice list from Pocket PA

Caro Syson avatar
Written by Caro Syson
Updated over 3 years ago

Export your Invoice list for any date range in different formats: e.g. Excel, PDF and CSV.

  • Start in the Invoice Screen

  • Select the TO and FROM dates that you wish to export the information for e.g. week, month, year or custom dates etc.

  • Next click on the format you need to export.

  • That information will then download to your computer or mobile phone where you can then open it and check and sort the information.

PROTIP: PDF files are not editable or sortable and just look good for printing and record-keeping! So if you want to sort through your information and move columns etc, we suggest you download it in excel or CSV.

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