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      How to download a CSV extract of the Invoices?

      1. To download a CSV extract of the invoices, go to Reports and then click on the Finances tab in the Car and Van Rental Software. This will open the finance-related reports section.

      click-on-reports-tab-coastr

      2. From the list of available options, select the downloadable reports you need. These reports contain invoice details that you can export.


      select-the-report-you-want-to-download

      3. Next, choose the date range for which you want to download the CSV extract. You can customize the range to suit your needs.

      select-date-ranges-coastr

      4. Click on the Download option to initiate the report download. The CSV file will be saved to your computer.

      click-download-to-start-csv-download

      5. If you want to create a custom template for invoices, click on New Template. This allows you to design your invoice format.

      click-new-template-to-create-custom-template

      6. Select a title for the template and choose the fields you want to display on the report. You can tailor the template to fit your preferences.

      give-a-title-and-select-fields

      7. Once you've customized the template, click on Save to create the new invoice template.

      click-on-save-to-save-custom-template-coastr

      8. To download the CSV in the new template, select the template and set the date range.

      select-new-template-coastr.

      9. Once the selection is complete, click outside the box and then hit Download to get the CSV extract.

      select-date-ranges-and-click-download-csv

      If you have any questions or issues, email support@coastr.com. We’re happy to help!


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