Invoicing reports and export
Go to: Invoicing → More → Reports, or Export.
- Reports: what you're owed, what's overdue, billed and paid, by month, and by client, from your own invoices and the payments you recorded, per currency.
- Export invoices: a zip of spreadsheets (CSV) of your invoices, their lines and payments; With PDFs adds every issued invoice's PDF. Exports are recorded.
- Keep your own copies: tax rules usually require keeping invoices for years. Before a workspace is deleted, you're asked to export its invoices.
- Trial ended or subscription stopped: the workspace is read-only. You can still view, download and export invoices and record payments, but not make or issue new ones.