[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.