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Overview

The Invoice Export can export a custom selection of invoices. Exports are saved as Templates.

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Detail

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Screen Overview

Header

  • Template Name - Name of the Template. Hit F9 to pull up an existing one

  • Header Record - This checkbox will set if there is a header record or not.

  • Description - Description for the Template

  • File Name - Name of the file. This will include the file path. Use ‘Browse’ button to select

  • Browse - This button will select the File name. Select the path and entered the name of the file

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