Routeique™ has made it quick and easy to pull your invoices out into an easy and intuitive Excel format, just make sure you're connected to the Routeique™ Financial Hub Export feature!
Click on the 'Settings' tab in the left-hand navigation menu. This may appear as a small gear in the bottom left-hand corner of the screen. Click 'Financial Hub - Manage Invoices,' and you will be brought to the main Invoice Management interface.
You will automatically land on the Invoice Overview page. First, adjust the 'From' and 'To' dates to encompass the time period the order was delivered. Secondly, use the 'Select Status' filter to view the various invoice statuses. You can view all invoices, pushed invoices, and invoices that are ready to be pushed.
To export invoices, filter the table by 'Not Linked.' Select the invoices you would like to export in the table and click 'Submit.' The invoice will now be processed to be exported!
Once the invoice has been processed, select the 'Invoices-X' link to download the Excel export. Once the export has downloaded, select the 'here' link to return to the invoice management page.
Now that you have learned about Financial Hub invoices, check out these other guides!