Export several documents, clients or items at once as a PDF, XLS or CSV file.
Choose the list
At the bottom of the screen, tap the list you want to export - for example, Invoices, Estimates or Clients
To narrow the list down, choose a status or date filter - for example, unpaid invoices from last year
Select what to export
Tap the checkmark (✅) in the top right corner
Tick everything you want to export
To select everything, tick the box at the top of the list. You can then untick anything you don't need.
Export
In the menu at the bottom, tap Export
Choose PDF, XLS or CSV
The export is sent as a ZIP file to the email address you log in with.
Note: if you're not logged in, the app asks for an email address to send the export to.
Tip: the same menu also lets you record payments or delete in bulk. See Edit several documents at once.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.