Exporting orders for 1 contact

[Therealyou3242]

Hello,

I know how to export all orders and all contacts, but is it possible to export in some way a list of orders for one specific contact since their account has been open?

Thank you,
Elizabeth

[Kathlein]

There is not a specific download for this, but you can get a complete list of all order by going to the client's CRM record and then using the filter button at the top of the Workflow Timeline to see ONLY the invoices.

The filter that you will want to click is the $ icon.

Screenshot from 2018-09-28 15-14-45.png (6.74 KiB) Viewed 1284 times

From the list you can click on each one to download or print a copy of each invoice.

I hope that helps!