How do I export invoice data?
You can export your invoice data for a selected date range, and by status. Your selected invoices will be prepared into a single CSV file which you can download. This is useful if you need to send your invoice data to your accountant or complete your tax return.
If you have trouble downloading the CSV file on a mobile device, sign into app.getsoapy.com from a desktop browser and follow the steps below.
Go to
More>My Business>Reports.Under 'Download your data', select
Invoices.Select the date range you want to export from the
Date rangedrop-down menu.By default, all invoice statuses will be included in the export. To only export invoices with a particular status (Outstanding, Overdue, Paid, Deleted) use the
Statusdrop-down menu.Click
Export.Click
Downloadto download the CSV file.
