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Exporting Customers Invoices/Estimates/Payment to ZIP

To export customer-specific data such as invoices:

  1. Go to the Customer Profile

  2. Click on the tab you want to export from — for example, Invoices

  3. Select a status (or leave it as All to include everything)

  4. Click Submit

Quotify CRM will then compile all matching items into a .zip file for download.

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