Welcome to the OptiOffice Helpdesk!

Wie können wir dir helfen?

All topics

How does the tax advisor get my invoices?

If you are in the invoice overview (OFFICE -> Invoices) there is a filter at the top to filter the exact selection.
For example, filter on: month “April”, year “2022″ and status “paid”.

You can use the series function to export the selected invoices as a CSV file with all postings for the invoices. The tax consultant can upload this file to his tax program.
If the tax advisor would also like to have the corresponding invoices, simply click on "Print selected" and either print out the invoices or save them as a PDF file. You can either give the tax advisor the printed invoices or send them the PDF file in which all the invoices are saved.

Keywords: invoice export, export invoices, file for accountants, invoice file, export invoice, CSV

Was this article helpful?
0 out of 5 stars
5 Sterne 0%
4 Sterne 0%
3 Sterne 0%
2 Sterne 0%
1 Sterne 0%
Wie können wir diesen Artikel verbessern?
How Can We Improve This Article?
Table of Contents