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How do I export a summary of my invoices or expenses?

Updated this week

Invoice Simple gives you the ability to export a summary of your invoice history. You can even choose the file format you want to export to be.

Exporting a spreadsheet of your invoices

You’ll want to start by going to Settings and hitting Export Invoice Summary under the Invoice header.

From here, you'll be prompted to select a date range for the export and what you would like the file format to be (PDF,XLSX or CSV). Currently, you can only export two months of data at one time when choosing the PDF option.

Once you've completed your export configuration, hit Export to save a copy of the file locally to your device.

Creating an export of expenses

In settings, hit Export Expense Summary.

You'll be prompted to choose the date range, whether or not you want to include screenshots of your receipts and what file format you want to export to be (PDF, XLXS or CSV)

Once the configuration is complete, hit Export to save the Expenses Summary to your device. If you have selected the option to export your receipt images as well, they will be sent to the business email address on your account.

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