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Export invoices and receipts for the accounting app
Export invoices and receipts for the accounting app

Use custom reports to easily upload all payment records to any accounting app.

Updated over a week ago

To properly handle payments in your app, you should reconcile them for accounting purposes and upload all payment records into accounting software.
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You can download the following data from your app for accounting purposes:

Customers with Xero or QuickBooks Online accounts can connect these direct integrations and have uploading invoices to the accouting app fully automated.

How to export reports in CSV

You can download three types of reports in CSV to mass upload all payments to the accouting software.

Report Type

Purpose

"Transactions"

For uploading all successful monetary payments for one-off payments in the app, 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.

While downloading a report, you export all the data about successful and unsuccessful payments. You can use filters in the CSV file to take only the needed data. For example, take only transactions with "Paid" status.

How to download invoices and receipts PDFs

You can always download invoices and receipts of your customers in the following ways:

For faster look out of the invoice or receipts PDF for particular payments, we recommend you to open the PDFs from custom reports.

Locate receipt in custom report

You can find a receipt in custom report for the following purchases:

  • Room bookings

  • Desk bookings

  • Event tickets

  • Shop orders

  • Credit packages

To locate a PDF receipt, do the following:

  1. Go to Locations > Analytics page by pressing the "Analytics" icon next to the location's name > tap "Create Report."

  2. Choose "Transactions" report type > choose start and end date > disable "Credits" switch and press Download.

  3. Open the downloaded report and find the "Receipt PDF" column there.

  4. Copy the URL from this line and paste it into a separate tab in your browser. Wait a few seconds, and you'll see the PDF opened from your app.

  5. Download the PDF and upload it to your accounting app.

Locate invoices in custom report

You can find an invoice in custom report for the following payments:

  • One-off invoice

  • Invoice for subscriptions

To locate a PDF invoice, do the following:

  1. Go to Locations > Analytics page by pressing the "Analytics" icon next to the location's name > tap "Create Report."

  2. Choose "Invoices" report type > choose start and end date > press Download.

  3. Open the downloaded report and find the "PDF" column there.

  4. Copy the URL from this line and paste it into the separate tab in your browser. Wait a few seconds and you'll see the PDF opened from your app.

  5. Download the PDF and upload it to your accounting app.

Viewing receipts and invoices PDFs is available only if user is logged in as a location administrator.

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