Here's how to export invoice details into Excel:
- Reports
- Profit and Loss by Customer
- Select: Report Period to narrow search range to time of invoice date
- Customize: filter: By Customer - select Customer
- Run Report
- Hover over the dollar amount of the invoice and select
- Generates Profit and Loss Detail
- Export to Excel
- *Bonus step - Save Customization. I named it, "Invoice Details to Export to Excel." As needed you can pull the report from your Custom Reports and change the Report Period so that it narrows to a specific invoice.
