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Can you export a report of all invoices?

hmelv805

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

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1 Verified Answer
Verified Answer

Re: Export a report of all invoices?

@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!

31 Replies
ASHE

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!

ASHE

Thank you for your reply.

advancednrg

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

Admin

@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!

cdferenzi

Status on this?

Admin

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! 

Lovely_JoLyn

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

Lovely_JoLyn

I found the transactions, and see how to export them.  But I want the entire year.  How do I do a date range??

Admin

Hey @Lovely_JoLyn! You should see the date selector in the top left corner of your screen. Just click on the date to change it! 😀