Invoices sent according to the normal accounting material sending process are saved by the accountant after the material is sent. But any unallocated overdue invoices should be saved manually by opening the due invoice and saving it on the computer by clicking Tools > Save PDF.
Each receipt image must be saved separately. To save the receipt, click Download after opening it.
You can save the information from lists (invoices, contacts and products) as a CSV file. Please note that the CSV file includes the same information as the list, which means that, for example, invoice rows or contact transactions will not appear in the file.
If you want to open the CSV file in Excel, please note that the program might not open the file correctly at first. To open the file correctly, do the following:
Windows:
- Open Excel and create a new empty file (File – New).
- Open the Data tab and click “From Text/CSV”.
- Select the CSV-file and click “Import”.
- Make sure that the data is correct in the preview.
- Click “Load”.
macOS:
- Open Excel and create a new empty file (File – New).
- Next, select File – Import, select the CSV file in the window that opens and click "Import".
- Select the file and click "Retrieve data".
- Check the options "Character separated" and "Unicode (UTF-8)". Click "Next".
- Select Comma as the separator and quotation marks (") as the text specifier.
- Make sure that the data is correct in the preview and click "Next".
- Select General as the column data format and click "Completed".
- Choose whether to place the data in an existing table or create a new table.
Please contact us if you need additional functions or instructions for saving your information.