What are the steps for downloading invoices

CCandM
Contributor
Contributor

What are the steps for downloading invoices into excel?

 

 

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2 REPLIES 2

PayPal_Kristen
PayPal Employee
PayPal Employee

Click on the 'Request Money' tab and then 'Manage Invoices' if you are not already on that screen.  You will see a link that says 'Download: CSV".  Click that link and select the checkbox for "include item details" if you want the details.  Then click download.  This will create a CSV (comma seperated values) file, but should open in excel.  Just save as an excel format.

 

Kristen

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CCandM
Contributor
Contributor

Once it opened in excel, it didnt show the details of any of the invoices. It only showed the header of what the different tabs were for... amount, tax, shipping and so on but didnt include the details of the actual invoices.

 

Am I missing some steps? I'm not very computer literate so I make even the simple tasks complicated sometimes lol.

 

Thanks so much for your time in helping me with this!

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