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🧾 Organise, Export & Change Invoices Settings

This article shows you how to work with several invoices at the same time, find & export them for your accounts.

Laura avatar
Written by Laura
Updated over 2 months ago

Overview

When you are exporting invoices all at once, managing payments, or checking general activity → Use the Invoice Management & Admin Tasks section.


When you need to work with several invoices at the same time, for example searching, filtering, exporting, or reviewing payments, use the steps below. Select any topic to open the full guide.

Step

What you do

Link to article

Access all invoices

Open Invoices from the main dashboard, then filter by boat, customer, status, or date range

Download or export

Select one or more invoices and download them for your accounting records

Create standalone invoice

(Coming soon) Create an invoice that is not linked to a booking

Create standalone invoice

Use this section whenever your task involves reporting, accounting exports, or any activity that is not tied to a single booking.



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