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.

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2. To create a new custom template for invoice extract, click on New Template. This allows you to design the format for your extract.

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3. Enter a name for your template in the Title field and then choose the data points you want to display on your extract. You can tailor the template to fit your preferences. You can click on the pencil icon against the data point name to modify the field name as per your requirements.

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

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5. To download the CSV extract in the new template you just created, select the template from the dropdown list and select the date range.

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6. Once the selection is complete, click outside the box and then hit the Download button to download the invoice CSV extract of your custom template. You can create as many templates as you require and download the invoice extract as many times as required.

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

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