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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

We do very few credit card transactions, all for professional services.  Mostly they are in the $100-$2000 range, and we do maybe 2 a month.  Our accounting people need some sort of source document that shows the date, customer, amount charged, fees, and the net deposit.  They will enter these in the accounting system one at a time.  So, what I'm looking for is a copy of an invoice-like document, but one that also shows the fees.  Maybe one page per transaction, so they can enter it in the system.  But it needs the fees on it, not just the gross amount.  We've found fees are getting lost in the shuffle here.

 

Any advice?

Alumni

Try exporting an Invoices Report from Dashboard. Check out this post for guidance.

Is there a way to print all invoices at the same time? or do you have to print one by one?