User manual/How to export your invoices for your accountant

How to export your invoices for your accountant

In a few clicks you get a package with PDF invoices and a CSV summary ready for your accountant.

  1. 01

    Go to Invoices

    Open the invoice list. Tap the export icon or the “Export” button.

    Go to Invoices
  2. 02

    Choose the period

    Select the date range: this month, quarter, year or a custom period.

    Choose the period
  3. 03

    Select statuses and language

    Mark the statuses to include (issued, paid, overdue...) and choose whether to include CSV and PDFs.

    Select statuses and language
  4. 04

    Generate the package

    Tap “Generate”. Download the ZIP with all the material for your accountant.

    Generate the package
← How to duplicate an invoice for a recurring clientHow to set up Google Drive sync →
Try for free