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Exporting Invoice and Revenue Data
Exporting Invoice and Revenue Data

Learn how to export your revenue data by month and by year in either CSV, XLSX or PDF formats.

Amanda avatar
Written by Amanda
Updated over a week ago

To download a CSV, XLSX or PDF file containing your invoice data:

1. Go to Manage » Invoices

2. Click on the CSV, XLSX or PDF icon next to page title:

3. A pop-up modal like the one below will appear with options for Invoices and Line Items by both the current month and current year:

Click the appropriate button for the data you want.

Downloading Data from Past Months and Years

If you would like to access data from past months or years, you can:

1. Click the drop down menu on the Invoices page and navigate to the specific month you'd like to download info for:

2. After selecting it, click on the CSV, XLSX or PDF icon next to page title again:

3. A pop-up modal like the one below will appear with options for Invoices and Line Items by your selected month (note the 2017 year):

For a specific year, just navigate to the any month available within a specific year. For example, if you'd like data for '2017', Dec 2017, Sep 2017 etc. would all work to get you 2017 data

Data Visible In The "One Invoice Per Line" Export

The following data will be sorted into the columns of your CSV and XLSX exports:

  1. Date

  2. Company

  3. Name

  4. Address

  5. Country

  6. Billing Emails

  7. Tax Rate

  8. Invoice Number

  9. Customer Number

  10. Tax Id

  11. Sent

  12. Paid

  13. Paid At

  14. Summary

  15. Total Amount

  16. Total Amount with Tax

  17. Paid Amount

  18. Currency

  19. Paid Status

  20. Payment Methods

  21. Notes

Data Visible In The "Invoice Line Items" Export

The following data will be sorted into the columns of your CSV and XLSX export:

  1. Invoice Number

  2. Company

  3. Name

  4. Address

  5. Country

  6. Customer Number

  7. Invoice Date

  8. Description

  9. Per Item Amount

  10. Amount

  11. Amount with Tax

  12. Tax Amount

  13. Currency

  14. Quantity

  15. Tax ID

  16. Tax Rate

  17. Previously Paid

  18. Accounting Code

  19. Tag

  20. Paid Status

  21. Invoice Paid At

  22. Payment Methods

  23. Notes

Next Steps

Here are the other export options:


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