Invoice Exports

Purpose

The Invoice Exports page (/app/invoicing/exports) produces a CSV download for the date range, statuses, and customer you choose. Use it when the accountant needs a quick ledger of what was issued, sent, or paid without drilling through each invoice manually.

Filters & inputs

Date range: Defaults to the current month (Sydney timezone). Adjust the From / To dates to narrow or widen the report; both fields accept standard YYYY-MM-DD.
Company: Pick a specific customer or leave it blank to export every company. The dropdown is populated from your CRM.
Statuses: Tick one or more of Approved, Sent, and Paid. You must choose at least one before exporting.
Include exported invoices: Leave unchecked to skip invoices you’ve already exported; tick it when you want a full history regardless of prior downloads.

The selections persist until you change them, so you can run multiple exports with slight tweaks.

Running an export

Set the date range, company (optional), and statuses.
Decide whether to include already-exported invoices.
Click Download CSV. The app queues the export, streams it to your browser, and saves the file with a timestamped name.
A toast confirms how many rows were included and the filename.

After each export the summary panel shows the last filename, timestamp, and line count so you can prove what was handed over.

CSV contents

Each row includes the invoice number, type, status, issued/due dates, customer, job (if linked), subtotal, tax, total, outstanding balance, and basic payment markers. Use the file as-is or import it into your accounting package.

Tips & troubleshooting

Nothing downloads: Make sure at least one status is selected. The page blocks exports with an empty status list.
Need drafts? Draft invoices are intentionally excluded. Send them first, then export.
Large date ranges: The export is capped by server-side limits; if you need more than a few hundred rows run multiple exports per quarter.
Timezones: All dates in the CSV are stamped in Australia/Sydney to match the rest of the system.