If you’d like to download the customer list:
Go to your Finli Enterprise Portal, at the left menu, click Customer
Check the box beside the customer’s name for the customer whom you’d like to download his/her information (Alternative: If you’d like to download the list that includes all your customers, check the box beside Status)
Click Export CSV to download your customer list
If you’d like to download Invoices:
Go to your Finli Enterprise Portal, at the left menu, click Invoices
Check the box beside the invoice date each the Invoice that you’d like to download (Alternative: If you’d like to download all Invoices, check the box beside Invoice Date)
Click Export CSV to download the list
If you’d like to download invoice items:
Go to your Finli Enterprise Portal, at the left menu, click Invoice Items
Check the box for the item linked to a customer that you’d like to download (Alternative: If you’d like to download the invoice item list linked to all your customers, check the box beside Payment Status)
Click Export CSV to download the list
Don't see a report or export you need? We'd be happy to help! Please reach out to Finli at support@finli.com or message us using the chat feature in the support menu of the Portal. Our team will be happy to assist you!