Exporting invoices

On the invoices page, filter your invoices by number, contact, tag, time frame and state in order to find the invoices you wish to export.
When exporting these invoices, you have two options. You can see them all by clicking ....
  1. Export as CSV: This option will export the most frequently-needed information to a format that you can open up and see in Excel.
  1. Export as PDF: As it sounds, this option will export a file containing all your invoice information. For technical reasons, you can only export invoices in PDF format for a maximum period of 31 days. You would just have to set the filter, and you can export month by month if needed. We always recommend downloading your invoices in CSV format.
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Tip: If you'll need future invoices in PDF, we would recommend setting up a zap to automatically save your PDF invoices in GoogleDrive, Dropbox etc. so you don't have to download them every month.
CSV Columns
Column
Description
The type of document: invoice receipt credit note expense
The date the document was issued.
The document number in the sequence. For invoices, this is the invoice number.
The description of the first line item on the document. To see all descriptions, please use the document item export.
The original currency of the charge.
The invoice total in the original currency.
The accounting currency in your account. This is the currency of the country where your business is based.
The invoice total in your accounting currency.
The invoice subtotal in your accounting currency, before taxes and discounts.
The total discount applied on the document.
The invoice subtotal with discounts applied. Gross amount - discounts = Net amount.
The total amount of the first tax. A document may have multiple tax rates.
The first tax rate applied on the document.
The country corresponding to the first tax rate.
The total amount of the second tax.
The second tax rate applied on the transaction.
The country corresponding to the second tax rate.
The total payment registered on the invoice.
The payment method used: credit_card, paypal, cash, wire_transfer, direct_debit or other
The date the payment was received.
The contact's name.
The billing country on the invoice (2-letter ISO code). This may differ from the tax_1_country.
The contact’s region, province, or state.
The contact's postal code on the invoice.
The contact’s tax ID on the invoice.
The payment processor or other integration that generated the invoice.
The payment processor fee for the transaction.
The due date set on the invoice.
The PO number set on the invoice.
Any tags associated with the invoice.
If the document has a related credit note, receipt, or estimate , it will be noted here.
The number of the related document.
The date the related document was issued.
The contact’s address on the invoice (first line).
The contact's address on the invoice (second line).
The contact’s city on the invoice.
The contact's email address on the invoice.