Open the Export CSV menu on your invoices list and you get two clean files: every invoice on one line, every payment on another. It’s the full record, not just what you’ve filtered to, so handing your bookkeeper a tidy year-end takes seconds instead of an afternoon of copy and paste.
Your first 3 invoices are free to send, no card needed.
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 on. Every figure reconciles on its own line.
A CSV export gives your bookkeeper what a PDF can’t: numbers they can sort, filter, and total. You get two files, one for what you billed and one for what you were paid, so the two sides 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. Every invoice reconciles on a single line, whatever mix of currencies you bill in.
The payments CSV lists one row per recorded payment, with the method and a signed amount. 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 just the search or filters you happened to have open. That’s the difference between handing over a slice 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, so a cell that begins with a symbol is treated as text rather than run as a formula when the file opens in Excel or Google Sheets. It’s a small thing that keeps a shared file trustworthy.
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 reconciles on its own line.
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.
No. Both files export the full record rather than just the filtered view, so you always hand over the complete year, not the slice you happened to have on screen.
Yes. The exports are hardened against spreadsheet formula injection, so a value that starts with a symbol can’t run as a formula when your accountant opens the file.
Start free, invoice as usual, and export your invoices and payments to CSV whenever the books need doing.