Revolutionizing Accounting and Finance with AI. Many of you have asked which AI software applications we are utilizing. We currently use Gamma.app for content creation and Play.ht for text-to-speech (TTS).

How to download a Customer Invoice into Excel?

Actual Invoice can not be exported to Excel. They have Invoice report which can be exported to Excel. If you would like an Invoice report

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<li>From the home page screen, go to blue navigation bar on the left,</li>

<li>Select Transactions</li>

<li>Select Sales</li>

<li>Select Filter, Type, Invoices, Choose date range and click Apply</li>


<li>Once the report is generated, you will see a symbol with a piece of paper and an arrow (between print list icon and setting gear icon, located far right corner). Chose this button to export to Excel.</li>