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Go to Debtors, Debtors Listing, and OK.

Click Excel, choose Report, and right-click Exit.

Click Copy and ensure to add the command as below:

The step is the same for creditor listing.

1. Go to Debtors, Debtors Listing, and OK.
2. Click Excel, choose Report, and right-click Exit.
3. Click Copy and ensure to add the command as below: 

4. Export.
5. The step is the same for creditor listing.

Export creditor/debtor maintenance list with credit limit

Accounting Reports: Include credit limit in debtor/creditor listing when exporting to Excel

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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