If you’d like to download the customer list: 


  1. Go to your Finli Enterprise Portal, at the left menu, click Customer

  2. 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)

  3. Click Export CSV to download your customer list 


If you’d like to download Invoices:


  1. Go to your Finli Enterprise Portal, at the left menu, click Invoices

  2. 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

  3. Click Export CSV to download the list 


If you’d like to download invoice items: 


  1. Go to your Finli Enterprise Portal, at the left menu, click Invoice Items

  2. 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)  

  3. 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!