Pre-Sale Question: Exporting

Firstly, a search facility in the forum would be extremely useful as I’m sure this question has been asked before but I really don’t want to spend hours search every thread.

So, my question is regarding exporting…

I wish to buy the pro version but can’t see any method of exporting the invoice data to Excel which is crucial for submission to our Accountants.

Can the invoice information be exported?

Search is available on the following page, we’ll try to make it easier to find.
https://www.invoiceninja.com/forums/

You can export your data here:
https://app.invoiceninja.com/company/import_export

Thanks for the prompt response.

Unfortunately the export function doesn’t produce data that is usable for an Accountant, namely the following fields…

  • Invoice number
  • Client name
  • Invoice amount
  • Payments (amount, date and method)

I must have tested about a dozen different invoicing platforms in recent weeks and InvoiceNinja is by far the most intuitive. I was just about to sign-up when I looked at the export feature and it’s such a fundamental requirement for invoicing software that I’m really disappointed the invoice data can’t be exported in any other way. You’ve got a great system that is let down by this one element.

I don’t suppose there are any plans to look at this function?

Agreed, the export is raw data. We’re looking into enhancing this in the future.

Another option could be to use Zapier.com to send new payments to a Google spreadsheet which you can share with your accountant.

Thanks Hillel

The Zapier option might work but it does complicate things somewhat when we were looking for a totally integrated solution.

Our financial year doesn’t end for a few months yet so we’re not desperate for a solution and quite frankly, I’m bored witless looking at different options. If this is something you are going to address in the near future then I’m happy to wait until it’s sorted as everything else about InvoiceNinja works perfectly for our needs.

We have more than 400 small business Clients and we’re constantly being asked to recommend software for CRM, project management and accounting so if this is something you’re able to address, we’d certainly put InvoiceNinja at the top of our recommendation list for invoicing software.

:slight_smile:

Ok, that works well. This won’t be in our next release but should be in the one following. We’d be happy to work with you to ensure you’re happy with the implementation.

You can track our roadmap here: https://trello.com/b/63BbiVVe/invoice-ninja

Much appreciated.

If you want/need any input then I’d be more than happy to help so feel free to email me as and when the time arrives :slight_smile:

This will be included with our next release this weekend.

We’ve enabled grouping the report by payments, here’s the list of columns:

  • Client Name
  • Invoice Number
  • Invoice Date
  • Invoice Amount
  • Payment Date
  • Payment Amount
  • Payment Method