Exporting Invoices to CSV

You can access the master list of invoices from the Main Navigation Menu under Service. 

From this list, you can filter by date range, service or production, account manager, technician, truck, and/or service type.

You can also choose which columns you want to show on your invoices list (these columns will be included in the export).

Once you have all the filters applied correctly you are ready to export this list to a CSV file. Click on the download button (arrow pointing down) at the top right of the list. The CSV will have all the columns you have selected to show in your list within CP.