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How to Export Your Invoice Data

Download/export your invoice data in spreadsheet format.

Aron Washer avatar
Written by Aron Washer
Updated this week

Downloading Your Invoice Data

  1. Click on the "Invoice" tab.

  2. Click on the "Export Data" button:

  3. Decide the date range you would like to download.

  4. Open the downloaded file with Excel, or similar.

The file will be downloaded as a .csv, which can be opened in many standard spreadsheet software options, including Microsoft Excel and Google Sheets.

It will contain all of your outstanding, paid, reconciled, and archived invoices - but not drafts.

Strange Text On Downloaded Data

If the software has not opened the file as the correct file-type, you will likely see "Â" everywhere.

We are actively working on a fix for this, but here is a short-term solution:

  1. Open the downloaded .csv file.

  2. Copy the character "Â".

  3. Press "Ctrl" + "F" (or "CMD" + "F" on MAC) to open the "Find and Replace" window.

  4. Click on the Replace tab.

  5. Paste the "Â" in the "Find What" section.

  6. Leave the 'Replace With' Field blank.

  7. Click the "Replace All" button.

  8. Click OK, and then Close.

All of the "Â" characters have been removed.

Notes:

  • For Safari users, exported files will likely be saved as a .numbers file. Simply rename the file by replacing the file extension with .csv
    ​
    For example:
    GES_export_properties2020-02-19.csv.html
    ​
    Would become:
    GES_export_properties2020-02-19.csv
    ​
    This will get your spreadsheet software to recognise it.

  • Currently, it is not possible to download invoice data for a specific customer. However, this can be easily filtered with the .csv through your spreadsheet software.

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