nickf1
10 months agoExperienced User
Exporting daily customers
AccountRight Standard user. I'd like to create a periodical custom report of customers who I've invoiced. The fields I'd like to export are: Customer Name Customer Address Customer Phone ...
- 10 months ago
Hi, nickf1
Thanks for your post.
As per checking, if you wish to export customer details but only those who have been invoiced on a specific date range, you can go to File > Select Import and Export Assistant and then fill out the necessary details. For further information regarding this, kindly check out the Help Article: Exporting data.
Please let us know if further assistance is needed.
Best regards,
Doreen