Published: January 14, 2025
We’re excited to introduce a brand-new feature that allows you to export customised invoice data into a CSV or XLSX file, ready for import into your accounting platform.
This feature provides a solution for transferring your financial data to your accounting platform if there is no direct integration available. 
- Fully Customisable Exports – Choose which columns to include and customise column headings to match your accounting system’s format.
- Flexible File Formats – Download reports in CSV or XLSX format for easy compatibility.
- Automated Delivery Options – Schedule daily transfers of the export to either your SFTP or have them emailed directly to you.
To get started, follow the steps in the Custom Invoice Export help article.