If automated integration methods between Spacebring and your accounting platform don't work for you, you can easily export all payment records from Spacebring using custom reports and then upload them into your accounting software.
Spacebring allows you to download the following data for accounting purposes:
Custom reports in CSV format
Invoices and receipts in PDF format
Export CSV reports
You can download three types of CSV reports for mass uploading payment data to your accounting software.
Report type | Purpose |
Transactions | For uploading all monetary payments —both invoices and one-off payments (e.g., bookings, shop orders) |
Invoice items | For uploading all individual invoice items that comprise invoices separately. |
Invoices | For uploading all invoices with the consolidated total amounts. |
Learn more about the content of each report here.
To download a CSV report:
Go to the Analytics page > click
Create reporttop right.Choose the necessary report type, time range, and payment status (e.g., filter to export only "Paid" invoices and transactions).
Press
Donwload.
Download invoices and receipts PDFs
You can mass download all invoice and receipt PDFs directly from the "Transactions" and "Invoices" custom reports.
Download invoice PDFs
The "Invoices" report includes invoice PDFs for the following types of payments:
Invoices for subscriptions (membership plans)
One-off invoices created by adminisrators
Any other payments included in invoices with the "Pay with invoice" feature
To download all invoice PDFs:
Go to Analytics > press
Create reporttop right.Choose "Invoices" report type, select the necessary time range, and payment status > press
Download.Open the downloaded report in Google Sheets, Excel, or any other app that supports the CSV file format.
Locate the "PDF" column.
To download individual invoices, click on the URL from this column. The invoice PDF will be downloaded to your device.
To mass download all invoices, select a range of links in the "PDF" column. Then, click the
(...) View more cell actions> use theOpen linksfeature (available in Google Sheets and other apps that handle hyperlinks). All selected links will open simultaneously, and all invoices will be downloaded.
Once exported, upload all invoice PDFs to your accounting app.
Download receipt PDFs
The "Transactions" report includes receipt PDFs for the following types of payments:
Bookings
Event tickets
Shop orders
Credit packages
As well as receipts for all invoice payments.
To download all receipt PDFs:
Go to Analytics > press
Create report.Choose "Transactions" report type, select the necessary time range, and payment status > press
Download.Open the downloaded report in Google Sheets, Excel, or any other app that supports the CSV file format.
Find the "Type" column. It will include the following transaction types:
Subscription (subscription purchase)
Invoice
Booking
Order
Event Pass
Credits Purchase
If you are uploading invoice PDFs to your accounting platform from the "Invoices" report, you may want to filter out receipts for invoices from this "Transactions" report to avoid duplicate entries. For this, exclude the "Invoice" and "Subscription" in the "Type" column before downloading to download only receipts for one-off purchases.
Locate the "Receipt PDF" column.
To download individual receipts, click on the URL from this column. The receipt PDF will be downloaded to your device.
To mass download all receipts, select a range of links in the "Receipt PDF" column. Then, click the
(...) View more cell actions> use theOpen linksfeature (available in Google Sheets and other apps that handle hyperlinks). All selected links will open simultaneously, and all receipts will be downloaded.
Once exported, upload all receipt PDFs to your accounting app.