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:
- Invoices, a high level export listing your entire history of bills, including client details.
- Invoice items, or every service, product, membership or package every added to an invoice, including the client details.
- 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.