Exporting Invoices
Here you will learn how to export an invoice from TMetric.
Once the invoice is created, you can either send it directly from TMetric or export it to Excel or PDF format and email it to your client.
To export an invoice
- Go to Invoices on the sidebar menu.
- Find the invoice you want to export in the list and click its name.
- On the View Invoice page, click the Export Invoice button.
- Select the format to export the invoice in from the dropdown (either Excel or PDF).
- The invoice is downloaded to your device in the file format you choose.
You can now either provide a professional-looking invoice as a PDF file or work with the financial data in an Excel spreadsheet for greater flexibility.
See Also
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