Skip to main content

Exporting Invoice and Revenue Data

Learn how to export your revenue data by month and by year in either CSV, XLSX or PDF formats.

Amanda avatar
Written by Amanda
Updated this week

To download a CSV, XLSX or PDF file containing your invoice data:

1. Go to Manage » Invoices

2. Click on the CSV, XLSX or PDF icon next to page title:

The “Invoices” section header is shown with a help icon next to it. On the right side, there are three blue download links labeled XLSX, CSV, and PDF, each with a downward arrow icon.

3. A pop-up modal like the one below will appear with options for Invoices and Line Items by both the current month and current year:

A section titled “Export Invoices” explains how to export Cobot invoices as CSV files for use in accounting or spreadsheet applications. Below, there are two categories: “Invoices,” which offers one invoice per line with totals and member details, and “Line Items,” which breaks down each item with description, amount, quantity, and accounting code. Each category has two blue download buttons for January 2020 and the year 2020.

Click the appropriate button for the data you want.

Downloading Data from Past Months and Years

If you would like to access data from past months or years, you can:

1. Click the drop down menu on the Invoices page and navigate to the specific month you'd like to download info for:

Invoice page with a dropdown to select months, currently showing September 2017 selected.

2. After selecting it, click on the CSV, XLSX or PDF icon next to page title again:

3. A pop-up modal like the one below will appear with options for Invoices and Line Items by your selected month (note the 2017 year):

Export Invoices page showing options to download CSV files for invoices or line items, either by specific month (September 2017) or the full year (2017).

For a specific year, just navigate to the any month available within a specific year. For example, if you'd like data for '2017', Dec 2017, Sep 2017 etc. would all work to get you 2017 data

Data Visible In The "One Invoice Per Line" Export

The following data will be sorted into the columns of your CSV and XLSX exports:

  1. Date

  2. Company

  3. Name

  4. Address

  5. Country

  6. Billing Emails

  7. Tax Rate

  8. Invoice Number

  9. Customer Number

  10. Tax Id

  11. Sent

  12. Paid

  13. Paid At

  14. Summary

  15. Total Amount

  16. Total Amount with Tax

  17. Paid Amount

  18. Currency

  19. Paid Status

  20. Payment Methods

  21. Notes

Data Visible In The "Invoice Line Items" Export

The following data will be sorted into the columns of your CSV and XLSX export:

  1. Invoice Number

  2. Company

  3. Name

  4. Address

  5. Country

  6. Customer Number

  7. Invoice Date

  8. Description

  9. Per Item Amount

  10. Amount

  11. Amount with Tax

  12. Tax Amount

  13. Currency

  14. Quantity

  15. Tax ID

  16. Tax Rate

  17. Previously Paid

  18. Accounting Code

  19. Tag

  20. Paid Status

  21. Invoice Paid At

  22. Payment Methods

  23. Notes

Next Steps

Here are the other export options:


🧰

Not sure what integrations will bring your strategy to life?

Learn how to optimize add-ons with expert help.

Did this answer your question?