Onit Documentation

Downloading Invoice Lists in Counsel Exchange

by Michael Nadeau Updated on

Here's how to download invoice information within Counsel Exchange.

  1. After choosing your client, go into "Invoices" and then "Invoices List" on the left-hand side column. 
  2. Click the "Download" button on the right-hand side of the screen.

    The Download Invoices screen will appear for you to customize the information you want to download; you can filter by:

    • State (drop-down menu)
    • Invoice or Submission Date, with the From and To Date parameters
    • Status, either Active or All (Active and Archived) 

    Click Export to export the data as an Excel file. 

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