To export customer-related data such as invoices, estimates, and payments:
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Navigate to the Customer Profile:
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Go to the Customers section and select the customer you want to export data for.
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Select the Tab:
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Click on the tab that contains the data you want to export (e.g., Invoices, Estimates, Payments).
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Filter Data:
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You can filter the data by status (e.g., Pending, Paid) or select All to include all entries.
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Optionally, you can specify a start date and end date to filter the data based on the transaction date (invoice/estimate/payment date).
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Export the Data:
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After selecting your filters, click Submit.
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All the relevant data will be gathered and exported into a .zip file.
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This feature allows you to easily download and archive invoices, estimates, and payments for any customer, providing a convenient way to manage your customer transactions in bulk.