Importing and exporting invoices
To import your invoices into Zoho Invoice, follow the steps below-
- Click on the “Invoices” tab.
- Now click on the “Import Invoices” link on the right side.
- The above action will take you to the “Import Invoices” page. This page lists the various options for importing invoices into the system.
- Now click on the “Import” link of the format using which you want to import your invoices.
- Clicking on the “Import” link will bring up a text field and a “Browse” button. Use this button to specify the data file.
That’s it! All the data from the data file will be imported into Zoho Invoice.
To export your invoices from Zoho Invoice, follow the steps below-
- Click on the “Invoices” tab.
- Now click on the “Export Invoices” link on the right side.
- The above action will take you to the “Export Invoices” page. This page lists the various options for exporting invoices from the system.
- Now click on the “Download” link of the format via which you want to export your invoices.
- Clicking on the “Download” link will prompt you to save or open the file. You can save the data by specifying a name for the file or open it for further manipulation.
- Alternatively you can click on the “View” link, which will open the data in “Zoho Sheet”. This will facilitate viewing and editing the data in bulk.
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