Use this article to export the invoice list as a CSV or PDF, send it by email or text, or print it, using the Export button at the top right of the Invoice tab.
How do I export the invoice list as a CSV?
To export the invoice list as a CSV, click Export on the Invoice tab. The Export dialog shows:
Select fields – the columns included in the export: CLIENT, TOTAL, PAID, REMAIN, STATUS, DUE, Cost and Profit.
Select method – the export type; CSV is selected to start with, and the other options are PDF, Email and Text.
Download CSV – click it to save the CSV file to your computer; it opens in Excel, Numbers or Google Sheets.
Print – click it for a printed copy of the invoice list.
How do I export the invoice list as a PDF?
To export the invoice list as a PDF, click PDF under Select method in the Export dialog.
The download button changes to Download PDF; click it to save the file.
Email and Text under Select method send the invoice list export by email or text message instead of downloading it.
Tip: The CSV export has one row per invoice with the client, totals, status and due date, which makes it a quick way to hand a list of open invoices to your bookkeeper.