Log into your account, and click the invoices page. 

To the left of the button "New invoice", select the export button, as illustrated below:



A selection of options will be presented:


  1. Invoices, a high level export listing your entire history of bills, including client details.
  2. Invoice items, or every service, product, membership or package every added to an invoice, including the client details.
  3. Transactions, a detailed report of the payments made (Ex. credit card versus cheque).

Pro Tip: Learn more about how to work with these exports through our Data Analytics Via Excel article. Included is a video on how to work with the invoice items export to show income statements for specific months and years using pivot tables.