Re-Exporting a Single Invoice
If you are connected to an API Accountancy Software (e.g. Xero, QuickBooks Online, MYOB, etc.), you will need to send the Document back to the Signed off tab. Information on how to do this can be found below.
If you are exporting to a desktop-based Accountancy Software, importing via a CSV, you can click on More > Export Document, which will generate a CSV with the one document.
Return to Signed Off
If you are connected to an API Accountancy Software (e.g. Xero, QuickBooks Online, MYOB, etc.), you can return the document to Signed Off, and export from there.
Alternatively, if you need to make any changes to the document or get further approval, you can Return to Signed Off.
To do this, click More > Return to Signed Off.
Please Note: Only Admin and Review & Export users will see this button.
Please Note: Return to Signed Off and Export Document will not consume a second credit. You will only receive a charge for the first instance of export.