Hi Phil,

It depends on the info required. If it's simple invoice line details only then you could get this from the Invoices and Credits by Customer (Detailed)  report in the Invoices module. You can then export this report as Data to Excel and copy the relevant details into the requisite .csv upload file. Please feel free to email or phone (contact details available in my profile - click on my name) if you want to talk around this.

Kind regards,

Tim

Thank you. We needed to add some fields to the report which we have done, however, they don't appear in the "Data to Excel" output.  Do you know how to add these?

Hi Phil,

I've emailed you - hopefully we can chat tomorrow.

Kind regards,

Tim

Hi Phil,

I've emailed you - hopefully we can chat tomorrow.

Kind regards,

Tim