[Advisors] Downloading Invoices in Bulk
Invoices can be downloaded not only individually, but also by subscription, by client, within a timeframe, or for all time. Wahoo!
When performing the below bulk downloads, all invoices will be grouped into a single PDF file.
Downloading All Paid Invoices
To download all of your one-time + subscription invoices, visit Invoices and click Actions > Download Invoices:
To limit the invoices to a certain timeframe, first use the Filters button to select and apply your desired dates!
Downloading All Invoices for One Client
To download all one-time + subscription invoices belonging to a particular client, go to Clients > View Client and click Download all invoices in the upper right corner of your screen.
Downloading All Invoices for One Subscription
To download all invoices associated with a particular client subscription, find the subscription and select Download all invoices from the drop down menu.