Export Bill information

Export billing information by going to Admin
, Billing
, then Export Bill Information
.

View Bill information

Select the Tax Year
picklist, and select the binder’s tax year.

Select the date range. Select the calendar icon

next to From
and To
. Select the date from the dropdown calendar for each icon. You may also enter dates manually in the text fields.

Select the Service
picklist, and select the service used for that binder.

After you select the tax year, date range, and service select Details

Before you export the invoice details, select the date range from the From
and To
options. Select Export to Excel
.