You can easily view outstanding invoices for a single customer in Gas Engineer Software, but there is currently no button to download only this data in spreadsheet format.
There is, however, a quick workaround for this, which we'll cover in this guide.
Log in to the web portal, and go to the "Customers" tab.
Find the customer with outstanding invoices by using the search bar.
Click on the "Outstanding Invoices" tab towards the bottom:
Highlight the details, and copy them (right click, copy OR control + C on your keyboard)
Open up your spreadsheet software (Google Sheets, Microsoft Excel, etc) and paste it in.
If you are encountering formatting issues, try pasting without styling. To do this, click control + shift + V on your keyboard.
If you are having any trouble with this process, feel free to get in touch with us and we'll be happy to help. You can:
Phone us on: 0207 129 7058
Email us at: support@gasengineersoftware.co.uk
Or start a chat by clicking the speech bubble in the bottom right corner.