Depending on the financial software that you are using, you might find it necessary to upload your invoices into the software to manage your AR.
Check out our article on how to use a third-party platform, SaaSAnt to import invoices into Quickbooks.
Below are instructions on how to use our export feature to download your invoices.
Exporting Invoices from Boatyard
First, navigate to the Orders list page to view all your orders.
Next, you will want to filter your view to just the orders that you want to download the invoices for. Simply click on the filter icon next to the search box and select the items you would like to filter.
For example: you might want to set the date range to be the most recent 2-week period, and the order status to be "Invoiced". This way you will only see orders that were created in the last two weeks and that have an open invoice.
Next, you will want to click on the Export button in the top right corner of the screen and then select "Invoices".
Your file will now automatically download to your computer. Depending on the number of records you are downloading, it might take a moment, so please be patient!
And that's it! Now you have an Excel file with all your invoice details ready to upload into your financial software.