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💾 How to Download Invoices for Your Accounting System

This article shows you how to get your invoices in the format you need.

Laura avatar
Written by Laura
Updated over a month ago

Overview

Download invoices individually or in bulk. This guide shows how to export them as XLS, CSV, or PDF files.


Step 1: Go to Invoices


In the left menu, click Billing, then select Invoices.


Step 2: Find the Invoices you want to Download


You'll see all invoices, including drafts and issued ones.


Select the ones you need from this list before exporting.


Step 3: Export in Batches


Open the Export Invoices dropdown in the top-right corner.

Choose the format you want: .xls, .csv, .pdf, or .xml.

The file will start downloading automatically.


Step 4: Download a single invoice (optional)


To download just one invoice:

  • Click on the invoice you want to download.

  • Once you're re in the invoice, click the top-right dropdown menu

  • Click PDF.​


A PDF file will download to your device right away.


Step 5: Export a Single Invoice in different Formats (Optional)


To export a single invoice as CSV, Excel, or XML, open the invoice, click the orange dropdown arrow at the top right corner, and select the file type you need.


👀 Here is an example of a downloaded invoice in PDF format.

That's it! You now have the invoices you need to complete your accounting tasks.


🙋‍♀️ Need more help? Click the Messenger icon at the bottom right to contact our Support Team.

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