In all overview screens, such as those for relations, the export function works the same way.
At the top right of every page where data can be downloaded, you'll find two buttons:
Download PDF: Downloads all the data shown on the screen in PDF format.
Download Excel: Downloads all the data shown on the screen in XLS format.
Here is a list of what can be exported this way:
Relations
All overviews under:
Overviews
Customer Overviews
Supplier Overviews
General
Products
Invoices, including both sales and purchase invoices, can also be exported. To download sales invoices, follow the steps below:
Navigate to Sales in the left-hand menu;
Select Sales invoices;
Check the invoices you want to download;
Choose Select an action and click Download;
In the popup, click Download to download the invoices.
To download purchase invoices, follow the steps below:
Navigate to Expenses in the left-hand menu;
Select Invoices;
Check the invoices you want to download;
Choose Select an action and click Download;
In the popup, click Download to download the invoices.
If your browser blocks the download with a popup blocker, simply allow the download to proceed and you’ll be able to retrieve the file.