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Getting started

Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company


Invoice Export

Invoice can be generated into 3 different form of report by clicking the buttons shown below.

Different type of report formats are -

* Excel
* Xero Export

When user clicks on Xero Export button, the following page will display. User can filter the report by searching with the criteria and after adding Xero Revenue Account Number, click “Export” to get a .csv file of xero report.

- Click Invoice> Xero Export > Select search criteria > Export

invoice_export.txt · Last modified: 2019/02/28 13:20 (external edit)