Creating a custom invoice export

3Shape LMS provides a customizable invoice (line item) CSV export in which you can select what data fields are exported in a specific order. .

You must first initially set up the order in which you want your data fields to populate. 

1)Settings > Invoices > Customizable invoice export > Edit

2) Add or remove items by double-clicking the line or selecting the line and clicking "Add/Remove Selected" in the order you want them to appear on the spreadsheet

3) To export: Billing > Invoices

4)Export > Spreadsheet (custom)

5) Select date range and click "Export"

6) Click "Export"

Note: If it is a large number of invoices the page may load for a few minutes. Please do not click away or refresh the page until it has started the download.