If you do your accounting outside of the app, you can export your data as a CSV file.

Export your invoicing data

To export your invoicing data:

  • Log in to the app and click on the 'Apps' menu

  • Click on the 'Revenue and Debt' app

  • Click on 'All Invoicing Activity'

  • In the drop-down menu on the left, check 'Invoicing' is selected (you can also download payment, deposit, Direct Debit, or bill-payer data from this screen)

  • Click 'Generate CSV of [your chosen data]' in the top, right-hand corner

  • After a few seconds, the button will change to say 'Download as CSV'

  • Click on this and the CSV will download to your computer.


Export your bill payers

To export all of your bill-payers' data:

  • Simply log in to the app

  • Click on the 'Apps' section

  • Select the 'Revenue and Debt' app,

  • Click 'Debt and Invoicing'

  • A new screen will open, to the top right of which is a button called 'Generate CSV of bill payers'- click on this.

  • After a few seconds, the button will change to say 'Download'

  • Click on this and the CSV will download to your computer.


Export your revenue data

To export your revenue data:

  • Simply log in to the app

  • Click on the 'Apps' section

  • Select the 'Revenue and Debt' app,

  • Click 'View all Revenue Details'

  • A new screen will open, to the top right of which is a button called 'Download as CSV'- click on this.

  • The information will download to your computer


Uploading the data to my accounting software

For help on uploading your data to your accounting software, we encourage you to visit their help centres:

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