Convert Sales Order or Invoice to csv or xls
I may be missing something obvious, so bare with me..
There is the option of printing/sending PO and Invoices as pdf's but I can't figure out how to save them as csv or xls files, which would greatly improve functionality for me. I am talking about individual sales order or invoices.
The main reason I need to do this is because I have to run two versions of Zoho One, and one of my companies needs to buy stock from the other and bring that stock into the other version of books/inventory. If I could create an invoice in one, save as a csv or xls, I can import it as a Sales Order in the other. Is this possible or can anyone suggest a work-around?