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How to Get a List of All Invoices of your Customer

Here's a quick way get a list of paid and unpaid invoices to your customer in 3 easy steps:

To send a Customer Statement customer to know what the description is and who it is from, you can follow these steps:

  1. Log into your PencilPay account.
  2. Go to Invoices.
  3. In the top right corner, click on "Export" which will send you an email with a link to click on to download a CSV file of all of your invoices.

Here's a detailed step-by-step tutorial.

Overview:



  1. Log into your PencilPay account.
  2. Go to Invoices.
  3. Under 'Search' type in the Customer Trader Name.
  4. Click 'Reset'.
  5. On the upper-right hand corner, click 'Export'
  6. In the top right corner, click on "Export" which will send you an email with a link to click on to download a CSV file of all of your invoices.
    This is what the email will look like from your inbox. You can do a manual search in your inbox by typing any words included in the subject line: "Invoices have been exported successfully."

  7. Then you can filter in Excel as needed.