Export invoice data

A CSV file is a plain text file that separates data sections with commas for more compact storage. Its convenience lies in being compatible with spreadsheet programs such as Microsoft Excel or Google Sheets which permits data to be transferred between programs that can’t make this exchange directly.

This can be very useful if you send your invoices to be processed by an external accountant who uses different software.

To export the data of a single invoice:

1. Select the single invoice whose data you want to export.
2. Click on the More → Export option from the dropdown menu.
3. A CSV file will then be downloaded.

If you export the data of multiple invoices in bulk on a regular basis, you may find it helpful to filter your invoices. Sufio invoices can be filtered by their issue date (the month, quarter, or year it was created) or their order status (paid or unpaid).

To export the data of multiple invoices in bulk:

1. Start by selecting all of the invoices you want to export.
2. Click on the More → Export option from the dropdown menu.
3. A CSV file will be downloaded. If you export data for ten or more invoices, a CSV file will be sent to your email address.