This report is an Excel spreadsheet listing all open invoices. You can generate the report from the “Call Center” app or from within the “Invoice” table.
the “Call Center” app, click the “Open
Customer Invoices Export” report; OR
From the “Invoice” table, click the Actions button and select “Open Customer Invoices Export.”
the Line of Business (LOB).
the Download Report button to
download the Excel report.
NOTE: The report is also available via a ink that can be shared for 30 days. Copy and paste the link as needed.