Can you export a report of all invoices?

[hmelv805]

Hi...looking for some assistance with this. I'm working on break-even analysis and would like a way to export all of my invoices that includes the invoice total as well as amount paid (separating out the tip).  Any ideas? I'm trying to avoid opening each invoice to pull the info manually. Thanks

[#2]

Update! You can now export all of your Invoices to a CSV file to see invoice details such as customer details, invoice status - and it separates the tip too. You can also view a new Outstanding Invoices report from your Square Dashboard.

Check out this Product Update post for more details: Square Invoices: New Outstanding Invoices Report and Export to CSV!

🎉 🙂

[#3]

Hi...looking for some assistance with this. I'm working on break-even analysis and would like a way to export all of my invoices that includes the invoice total as well as amount paid (separating out the tip).  Any ideas? I'm trying to avoid opening each invoice to pull the info manually. Thanks

[RHatch]

There are no reports for open (unpaid) invoices.  However, if all you need is what shows up on the invoice list page you can sort by your criteria and copy and paste it into a spreadsheet. 

[LeGrille]

Not having reporting visability to unpaid invoices is very disappointing. Is there even a way to filter and view data points online. I would like to filter by customer or date without having to copy, paste and manual create my own spreadsheet?

[cwilliams112]

It looks like this has been an issue since 2016! Still no way to break out invoices so that you can see what customer you sold x quantity of y item to in a CSV? Let alone run a report on invoices in square? I find it hard to believe with all the other export functionalities (that I'm so grateful for!) there's still no way to export detailed information about any of my wholesale accounts (the only folks I invoice.) We may switch to another provider for our invoicing if we can't easily get information and run better reports (any reports...) for our wholesale accounts. My fingers are crossed there will be a new feature roll out before our season gets going in the spring!

[larrywhite]

How do I print a copy of all the invoices on an assembly sheet?

[Helen]

Update! You can now export all of your Invoices to a CSV file to see invoice details such as customer details, invoice status - and it separates the tip too. You can also view a new Outstanding Invoices report from your Square Dashboard.

Check out this Product Update post for more details: Square Invoices: New Outstanding Invoices Report and Export to CSV!

🎉 🙂

[islandsyndicate]

It is unfortunate that after 3 years something so basic still can't be done.

I actually just hovered my mouse over the first column in the top left, clicked and dragged until everything I wanted was higlighted, and then copied and pasted it into a spreasheet. It drops everything perfectly into place. It doesn't give any detail of what is in the invoice, but at least I can see the list of them. Cheers!

[kellyj]

@islandsyndicate

I'm sorry that it's such a pain point, and as a business owner (especially one that had running, open invoices), I can certainly empathize.

I have passed this request over to our invoices team to reiterate the need of attention on this. Glad you found a solution, even if it's not perfect. I'll save this for others who may be experiencing the same.

[Tim_Houston]

I would like to export the invoice details for all invoices (both paid and unpaid) to summarize a month's activity using Excel. The Transactions option only exports details for invoices that are fully paid. How do I export invoice line item details for unpaid invoices?

[JustinC]

Hey @Tim_Houston

From Dashboard: Invoices > click the Invoices tab > change All Invoices filter to Outstanding > Choose a date range > hit Export. 

From there, a CSV file will download to your computer. Open it up in Excel.