How do I export my invoices to Excel?

Exporting invoices to Excel is useful for your own analyses, reporting, or archiving.

Step 1: Go to Invoices

1. Click on Invoices in the main menu
2. Click Export in the top right corner

Step 2: Choose the export type

In the export window you can choose:

• Export to yourself - Download an Excel file with your invoice data
• Export to accountant - Send invoices to your accountant (via Clearfacts if connected)

Step 3: Select period and format

1. Choose the period (for example, last month or quarter)
2. Select the file format (Excel or CSV)
3. Click Export

The file will be downloaded to your computer.

Export options

The export includes:

• Invoice number and date
• Customer details
• Amounts (net, VAT, total)
• Payment status

💡 Tip: Use filters in the invoice overview before exporting to select only specific invoices.

Automatically export to your accountant

With the Clearfacts integration, invoices are automatically sent to your accountant:

1. Go to Integrations > Clearfacts
2. Activate the integration
3. New invoices will be forwarded automatically