Solna allows you to export your data into two industry standard formats: Excel and PDF

  • Invoices (PDF, .CSV)

  • Customers (.CSV)

  • Products & Services (.CSV)

Invoices:

All invoices:

  • Click on the Invoices icon on the left-hand navigation

  • Click on the Export All link (these will export in .CSV format)

Individual invoices:

  • Select an individual invoice (via the Invoices list or Customers screen)

  • Click on the Export link at the bottom of the right-hand view (these will export in .CSV format)

Insights (reports)

  • Hover over the Insights icon on the left-hand navigation and select a report

  • Click on the Export icon on the top right-hand corner of the report (these will download in PDF format)

Customers:

  1. Click on the Customers icon on the left-hand navigation

  2. Click on the Export All link by the search bar (these will download in .CSV format)

Products & Services:

  1. Click on the + (Create) icon and select products & services

  2. Click on ‘Export All’ link