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Export invoice reports
Updated over a week ago

To export invoice reports, you must have created at least 1 Invoice.

To learn how to use the Invoices and Receipts feature, follow this guide

1. Go to the "Invoices & Receipts" tab.

2. Click on the Options icon, and select Invoice Report. 

3. Select the relevant period:

4. Then, select the report type:

  • Invoice Summary: Generates 1 row per invoice.

  • Line Details: Generates 1 row per line item.

  • Payment Without Invoice: Generates 1 row per transaction; displays the amounts requested and paid without an invoice being created beforehand.

    • *Note: This option is only valid if you're using the Stripe, Square and/or Lightspeed integration to collect payments (or create sales) from bookings.

*If you use Square or Stripe, consider exporting the "Invoice summary" and "Payment Without Invoice" reports to make sure you have the total amount of all payments made.

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