Export a summary of your invoice data by month or quarter - useful for accounting, tax preparation, or sharing financial performance with your team.
Available on the mobile app only.
How to export a report
Tap ...More in the bottom bar and tap Reports
Go to the Invoices section
Select a time frame (This year, Last year, This month, Last month, or Lifetime)
Select a payment status (paid or unpaid)
Select a client if you want to filter by a specific client
Tap By month or By quarter
Tap the specific month or quarter you want to export
You'll receive the export in your login email
Note: "This year" and "Last year" follow your fiscal year settings. Q1-Q4 filters use a calendar year.
Tip: To export individual documents such as invoices or estimates in bulk, see Mass Export Documents.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.