To properly handle payments in your app, you should reconcile them for accounting purposes and upload all payment records into accounting software.
You can download the following data from your app for accounting purposes:
Custom reports in CSV.
Invoices and receipts in PDFs.
Discover more automated integration options for your accounting platform here.
How to export reports in CSV
You can download three types of reports in CSV to mass upload all payments to the accounting software.
Report Type | Purpose |
"Transactions" | For uploading all successful monetary payments for invoices and one-off payments, such as bookings, orders, etc. |
"Invoice Items" | For uploading all invoice items issued separately. |
"Invoices" | For uploading all invoices with a consolidated invoice total amount. |
Read more about the content of each custom report and how to download it here.
How to download invoices and receipts PDFs
You can always download invoices and receipts of your customers in the following ways:
Open each user's or company's profile individually.
Open the PDF from the app URL provided in the "Transactions" and "Invoices" custom reports.
For a faster lookout at the invoice or receipts PDF for particular payments, we recommend you open the PDFs from custom reports.
Locate receipts in the custom reports
You can find a receipt in a custom report for invoices and the following purchases:
Room bookings
Desk bookings
Event tickets
Shop orders
Credit packages
To locate a PDF receipt, do the following:
Go to Analytics > press
Create Report.Choose "Transactions" report type > choose start and end date > press
Download.Open the downloaded report and find the "Receipt PDF" column there.
4. Tap on the URL from this line, and you'll see the PDF of the receipt downloaded to your device.
5. Upload PDFs of all receipts to your accounting app.
Locate invoices in the custom reports
You can find an invoice in the custom report for the following payments:
One-off invoices
Invoice for subscriptions
To locate a PDF invoice, do the following:
Go to Analytics > press
Create Report.Choose "Invoices" report type > choose start and end date > press
Download.Open the downloaded report and find the "PDF" column there.
4. Tap on the URL from this line, and you'll see the PDF of the invoice downloaded to your device.
5. Upload PDFs of all receipts to your accounting app.