Export Invoices, Estimates, Payments, Etc. Filter by Date
Allow users to select a date range for the data to be exported (estimates, invoices, payments received, credit notes). Currently the data export is limited to 25,000 rows. I export invoices and payments monthly and routinely I must delete thousands of rows of data, just to get one month of data. The reports have the date filtering feature but the exported data is not the same as in the Sales drop-down list.
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Anonymous
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Hello,
We are back with a solution :)
When you export invoices/estimates/payments/credit notes, you can set “custom” date filter and choose a date range, so that transactions falling under that range would alone be exported.
Cheers,
Reshma.