Open the Export CSV menu on your invoices list and you get two files: every invoice on one line, every payment on another. It’s the full record, not the view you had filtered to, so your accountant gets the whole year in two files instead of a folder of PDFs and a pile of bank statements.
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Invoices
Export CSV
From your invoices list, open the Export CSV menu. There’s nothing to set up first and no columns to configure.
Download an invoices CSV and a separate payments CSV, each covering your full record rather than the filtered view.
Open either file in Excel or Google Sheets and send it to your accountant. Every invoice sits on its own line, whichever client it went to.
Your accountant can’t total a folder of PDFs. A CSV gives them the same figures in a form they can sort, filter, and add up. You get two files, one for what you billed and one for what you were paid, so the invoices and the bank statement reconcile without anyone retyping a figure.
The invoices CSV puts each invoice on its own row: invoice number, client, status, issue and due dates, and a currency column, followed by subtotal, VAT, total, paid, credited, and balance. After those come the tax point, the client’s reference, and the site, and for an invoice in another currency its VAT in sterling and the exchange rate. The balance takes off anything paid or credited, and on a CIS invoice the deduction too. So take an invoice to a main contractor with £2,400.00 of labour and £760.00 of materials: they pay £2,680.00 after the £480.00 deduction, and the balance reads zero rather than £480.00 still outstanding. Nobody spends an evening working out why the year looks short.
The payments CSV lists one row per recorded payment, with the date, the method, a signed amount, and Stripe’s fee where there was one. An invoice the client part-pays and then settles leaves two rows rather than one blended figure, and the Paid by column says how each came in: a bank transfer, cash, a card, a cheque, or other, as you chose when you recorded it, or a card or instant bank payment online. A refund shows as a negative figure, so the amount column still sums to what you actually took in. It mirrors what you see when you record payments and refunds against an invoice.
Both files export your whole record, not the search or status filter you happened to have open. That’s the difference between handing over one client’s jobs and handing over the year. When a single client wants their own running total instead, a client statement covers one account on its own.
The exports are hardened against spreadsheet formula injection. A note you typed with a leading dash opens as text rather than running as a formula in Excel or Google Sheets, so the file your accountant opens is the file you sent.
If your accountant works in Xero or QuickBooks Online, an owner or admin can connect a Xero organisation or a QuickBooks Online company, one at a time. Each invoice, credit note, payment, and Stripe fee then goes across as it happens, so there’s no file to hand over at year end. See Xero and QuickBooks.
Export everything, under Subscription, puts the lot in one zip file: your clients, invoices, quotes, credit notes, payments, recurring invoices, and jobs as spreadsheets, every document you sent as a PDF, the copy your client got wherever one was kept, and every job photo, in a folder for each job. An owner or admin asks for it. We email you a link when it’s ready, and it works for 7 days. It works whether or not you still subscribe: nothing is deleted when a subscription ends, so everything stays in your account to read and export.
Two CSV files from the Export CSV menu on the invoices list: one for invoices and a separate one for payments. The invoices file has a row per invoice; the payments file has a row per recorded payment.
Invoice number, client, status, issue and due dates, currency, subtotal, VAT, total, paid, credited, and balance, so each invoice sits on its own line, with the tax point, the client’s reference, and the site after them. On a CIS invoice the balance already has the deduction taken off, so an invoice the main contractor has settled in full shows a zero balance rather than looking short.
The payments CSV lists one row per recorded payment with its method and a signed amount, so a refund shows as a negative figure and the amount column still sums to what you actually took. A part payment gets its own row too, so a client paying an invoice in two goes leaves two rows rather than one blended figure.
No. Both files export the full record rather than just the filtered view, so you hand over the whole year and not the one client you happened to have on screen.
Yes. The exports are hardened against spreadsheet formula injection, so a note you typed with a leading dash or symbol opens as text rather than running as a formula when your accountant opens the file.
Not for the day-to-day. An owner or admin can connect a Xero organisation or a QuickBooks Online company, one at a time, and each invoice, credit note, payment, and Stripe fee goes across as it happens. The CSV files are still there whenever someone wants a spreadsheet.
Invoice your clients as usual, then export every invoice and payment to CSV the day your accountant asks for the year.