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 on the Car and Van Rental Software.

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2. Select the downloadable reports from the list of available options.


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

3. Next, select the date ranges to download csv.

select-date-ranges-coastr

4.Click on download option to download report.

click-download-to-start-csv-download

5. If you want to make custom template for invoices, click on new template

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

6. Select a title for the template and select the fields that you want to display on the report.

give-a-title-and-select-fields

7. Click on save to create the new template.

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

8. To download the csv in the new template, select the new template and the date rangeselect-new-template-coastr.

9. Once, selection is done, click outside the box and then click on the Download button to download the CSV extract. 

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

If you've any questions or issues, please email support@coastr.com. We're happy to help! 

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