Exports in InvoiceOnline – A Practical Overview

Where to find Exports

Once logged in, click Exports in the top navigation bar of the application. You'll find two options: Export documents and Export contacts.

Export documents

Use this option to download any documents you've created in InvoiceOnline — invoices, quotes, receipts, credit notes, and more.

Click Export documents. You can then filter by:

• Period – defaults to the last 12 months, but you can choose today, last week, last month, last quarter, or set a custom date range.

• Customer – defaults to all customers; expand the menu to select a specific one.

• Document status – choose all documents, or filter by paid, unpaid, overdue, or draft.

• File format – select PDF to get printable copies, or XLSX for a spreadsheet you can open in Excel or Google Sheets.

Click Export documents and the file will download to your computer.

Export contacts

Need all your saved contacts in one place? Use Export contacts.

1. Click Export contacts.

2. Choose your format:

   • XLSX – a spreadsheet for Excel or Google Sheets; great for overviews, bulk emails, or marketing.

   • vCard (.vcf) – the standard contact card format; import it into your phone's address book, email client, or CRM.

Exports as a data backup

Running a regular export is a simple way to keep a copy of your data outside the application. It's worth doing at the end of each year, when switching accountants, or any time you might need to produce documentation at short notice.