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Guides

Exporting Invoice Data

To download a .csv or .pdf file containing your monthly invoice data,

  1. Go to Manage > Invoices
  2. Click on the .csv or .pdf icon next to page title
  3. If you selected .csv you will then have the option of one invoice per line or line items. Details about the columns provided in each export is below.

If you want access data from past months, simply choose the tab for the month you would like to access and click the .csv button. If you want a single .csv with all member data to date, please contact our Support.

The following data will be sorted into the columns of your .csv export:

  1. Invoice Date
  2. Member Information
    • Company
    • First & Last Name
    • Email
    • Billing Email
    • Address
    • Phone Number
  3. Invoice Information
    • Tax Rate
    • Invoice Number
    • Customer Number
    • Tax ID
    • Sent
    • Paid
    • Paid at
    • Summary
    • Total Amount
    • Note
    • Tax Amount

The following data will be sorted into the columns of your .csv export:

  1. Invoice Information
    • Invoice Number
    • Invoice Date
  2. Member Information
    • Company
    • First & Last Name
    • Address
    • Country
    • Customer Number
  3. Charge Information
    • Description
    • Amount
    • Currency
    • Quantity
    • Tax ID
    • Tax Rate
    • Paid (true/flase)
    • Accounting Code (if enabled)

Here are the other export options:

When you are done, we can move on to wi-fi integrations.