1: Access Invoices
Select the 'Invoices' from the left-hand navigation menu.
2: Initiate Export
Click on the 'Actions' button in the top right-hand corner.
3: Choose Export Option
From the dropdown menu, select 'Export XLS'.
4: Select Date Type
Choose a date type from the top options:
Create Date
Paid Date
Period End
If 'Period End' is selected, specify the year and week ending period.
5: Specify Date
For 'Create Date' or 'Paid Date', use the date picker to select the desired date.
6: Apply Filters
Click 'Apply' after selecting the date.
Optionally, set the status to either 'Paid' or 'Unpaid'.
7: Export Document
In the bottom right corner of the pop-up, click 'Export'.
The document will download to your computer or laptop in XLS format.