Guide to Equinet Features
Sharing invoices report from Equinet
Equinet Support > Guide to Equinet Features > Invoicing
If you use a different third-party accounting provider not supported by Equinet (apart from Xero or QuickBooks) or want to send invoice reports to yourself, follow these steps below:
1. Go to Draft Invoices on the Financial Overview on the dashboard and click the "Export" button
2. Select an export format and click 'export invoices'
3. You will receive a notification that the export file has been sent to the email connected to your Equinet account (in a CSV format)
4. You will then have the option to upload the file into your preferred accounting provider.
1. Go to Draft Invoices on the Financial Overview on the dashboard and click the "Export" button
2. Select an export format and click 'export invoices'
3. You will receive a notification that the export file has been sent to the email connected to your Equinet account (in a CSV format)
4. You will then have the option to upload the file into your preferred accounting provider.
