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

1. Go to Manage » Invoices

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

3. If you selected CSV you will then have the option of one invoice per line or line items. Details about the columns provided in each export is below.

If you would like to access data from past months, simply choose the tab for the month you would like to access and click the CSV button. If you want a single CSV with all member data to date, please contact our Support.

Data Visible In The "One Invoice Per Line" Export

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

  1. Invoice Date

  2. Member InformationCompanyFirst & Last NameEmailBilling EmailAddressPhone Number

  3. Invoice InformationTax RateInvoice NumberCustomer NumberTax IDSentPaidPaid atSummaryTotal AmountNoteTax Amount

Data Visible In The "Invoice Line Items" Export

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

  1. Invoice InformationInvoice NumberInvoice Date

  2. Member InformationCompanyFirst & Last NameAddressCountryCustomer Number

  3. Charge InformationDescriptionAmountCurrencyQuantityTax IDTax RatePaid (true/flase)Accounting Code (if enabled)

Next Steps

Here are the other export options:

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