x

Can you export a report of all invoices?

Verified Answer

Can you export a report of all invoices?

Hi...looking for some assistance with this. I'm working on break-even analysis and would like a way to export all of my invoices that includes the invoice total as well as amount paid (separating out the tip).  Any ideas? I'm trying to avoid opening each invoice to pull the info manually. Thanks

2 Verified Answers
Verified Answer

Re: Can you export a report of all invoices?

Update! You can now export all of your Invoices to a CSV file to see invoice details such as customer details, invoice status - and it separates the tip too. You can also view a new Outstanding Invoices report from your Square Dashboard.

 

Check out this Product Update post for more details: Square Invoices: New Outstanding Invoices Report and Export to CSV!

 

🎉 🙂

Verified Answer

Can you export a report of all invoices?

Hi...looking for some assistance with this. I'm working on break-even analysis and would like a way to export all of my invoices that includes the invoice total as well as amount paid (separating out the tip).  Any ideas? I'm trying to avoid opening each invoice to pull the info manually. Thanks

43 Comments

I'm trying to export a report to include the on-line invoice numbers that were paid.  

Admin

Hey @ASHE — thanks for flagging. Right now, we don't offer the option to export a report that includes invoice numbers, but you can view this information at anytime from your Online Square Dashboard.

 

To do this:

  1. Head over to your Invoices tab.
  2. Select appropriate date range.
  3. Filter by "Paid".
  4. You'll see the invoice numbers under the "ID" column — second from the left.

Hope this helps for now, and I apologize for any inconvenience. Rest assured that I'll be sharing this with our product liaison team. Please don't hesitate to reply with any other questions or insight!

Thank you for your reply.

Having a way to create invoice reports would be very helpful to analyze payment pattterns?  Next I would like to export this report.  Please advise.  Thank you

Square

@hmelv805 - Welcome to the Seller Community, and kudos on your first post! 

 

As for your question, this definitely sounds like it would be a useful spreadsheet/report to have on hand. I poked around every corner of the dashboard, and it doesn't look like we currently offer any functionality like this. Our .CSV exports don't currently break down invoices separately from swiped or manually entered payments. 

 

I'll be sure to update this thread if there is any progress on this feature. 

 

PS) If my answer solved your problem, would you mind marking it as "Best Answer"? That'll help the rest of the community find what they're looking for. If not, just write back, and I'll continue to help. Thanks!

I am struggling processing orders because we are combining data from two exports - the Online Store Export (Order No, Customer Name, Shipping Address, NOTES, etc.) with the Sales feature Item Sales or Detailed Item Sales export (e.g. Qty Price Point Name SKU Modifiers Applied, etc.) ?  Is there a way to get all the information in a single export? 

Admin

Hi @troop42061, welcome to the seller community and thanks for reaching out!

 

To make sure I'm fully understanding, an you provide some more details on which information you're needing to correlate? It sounds like the exporting Transactions CSV would get you all the information that you're looking for as it would include the customer name along with the order they placed. To export, head over to your Transactions tab > select date range > Export > Transactions CSV.

 

Hope this helps clear things up! If this is missing the mark, please feel free to reply here with some more details or contact our Support Team directly and we'll be happy to have a closer look into your account. We'll help get this sorted out ASAP. 🙂

Status on this?

Square

Hi @advancednrg, and sorry for the delay in follow up! It looks like this post may have slipped through the cracks! I love the suggestion! I think it would definitely be a useful functionality to have an Invoices Report to better understand payment patterns. While we don't currently offer one, you can export your transactions as a .CSV and work some spreadsheet magic to get more details about trends (but it's a bit of work). 

 

I'll share your suggestion with our product liaison team! Thanks for taking the time to contribute! 

How do I find transactions so I can export them?  (I really want an invoice report - but this might be good enough.)