How to download Customer page detail; how to download all invoice line item detail into Excel

To download invoice detail from the Customer page, use the download icon>Download Excel with all invoice lines.  

This shows reported deferred revenue or MRR values by month with detail by invoice line item and allows you to sort in Excel by:

  • customer name
  • invoice number
  • invoice date
  • invoice line item description
  • line item amount
  • account name and number
  • Xero Tracking Code or QuickBooks Class
  • start date
  • end date
  • amount by date