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Exporting a client invoice to Word, Excel, or Acrobat

You can export a draft or final client invoice to Microsoft Word, Microsoft Excel, or Adobe Acrobat (PDF) as follows:

  1. From the Manage menu, click Client Invoices.
  2. Click the invoice you want to preview, and click the Preview button.
  3. In the Client Invoice Preview window, click (Export) and click Excel, Word, or Acrobat (pdf) file.
  4. Save the file with the name and location you want.

 

 

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