If you are using the classic version, please refer to: Can I store a copy of my data to my own computer?

How Can I Store a Copy of My Data on My Own Computer? (New Vers.)

Learn how to store a copy of your data on your own computer for backup. Even if you do not do so, remember that your data has been well backed-up to our server on a daily basis.

Learn How To

1. Print an invoice
2. Export a report
3. View download history

Print an invoice

1. In an invoice select the 3 dots from the actions menu

2. Click on Print

3. Select print to save as your own backup

Export a report

1. Select view report

2. Choose a report to export

3. Click on the 3 dots menu

4. Export as excel or csv

View download history

1. Select My Downloads to view a list of your downloads

2. Select on the name of the document to open and download