Permissions: You must have Organization Administration Permissions.
You can export your My Clients Plus Invoices as a CSV from the Manage Subscription tab. This may be helpful during tax season.
- Click Organization tab in primary navigation bar.
- Click Manage Subscription in side menu.
- Click My Clients Plus Invoices tab.
- Set Date Range. Date Range defaults to past 90 days.
NOTE: Export will only be for Date Range you set. Be sure to set the correct Date Range before you export.
- Click CSV button.
- Save or Open the csv file.