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Downloading Invoice Data in Counsel Exchange (Unity)

by Michael Nadeau Updated on

There are two methods to download or print invoice data within Counsel Exchange. We'll go over both methods here.

NOTE: Both methods require you to be in the standard client view within Counsel Exchange. 

  1. Go to the "Invoices List" section within the left-hand menu.

     

  1. Click the invoice you need to download the data for.
  2. On the Invoice Details screen, click the "Download" button to download invoice line-item data as an Excel file.
  3. Click the three-dot menu in the upper right, then select "Print."

    Selecting Print opens a preview of the invoice. Click Download to save it as a PDF, or click X to close the preview.

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