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How to Export Your Invoices

Download your invoice records as an Excel file for offline use, reports, or client review

Ibrahim A. avatar
Written by Ibrahim A.
Updated today

Exporting your invoices gives you a clean Excel file that mirrors your current view. It’s ideal for documentation, analysis, or sharing with your accountant or team.

Steps to Export Your Invoices Table:

  1. Go to the Data Table section in the sidebar and click on the Invoices Table.

  2. In the top-right corner of the table, click the Export button.

  3. Adam will generate and download an Excel (.xlsx) file containing your invoice data.

    1. If date filters are applied, only those filtered results will be exported.

    2. If no filters are applied, the export will include all invoices currently listed in the table.

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