Invoicing & accounting
Exports
Export transactions, invoices and reports as CSV or PDF for your accountant. The formats are Excel-friendly, so month-end or year-end handover is a download instead of a data-entry marathon.
How to set it up
- 1
Open Reports
Go to the Reports area in the dashboard or POS.
- 2
Pick what to export
Choose transactions, invoices or a specific report and date range.
- 3
Choose CSV or PDF
CSV for Excel/accounting software, PDF for a print-ready copy.
- 4
Download and hand over
Send the file straight to your accountant.
Good to know
- CSV is Excel- and accounting-software-friendly.
- PDF is print-ready for archiving.
- Export by date range to match a declaration period.