Export incoming invoices

Use the CSV export to hand supplier invoices to your accountant or to reconcile payments in another system. Original files are downloaded per invoice.

Export the list as CSV

1. Go to Incoming Invoices.
2. Use the filter chips and the search box to narrow the list, for example Accepted or Unpaid.
3. Click Export CSV. The file incoming-<date>.csv contains the rows currently shown.

Columns: number, supplier, supplier TRN, issue date, due date, currency, subtotal, VAT, total, paid, status, payment status, valid.

Download the original files

1. Open the invoice.
2. In the Document card, open the Files tab.
3. Click the download icon next to the source XML, the original PDF, an embedded file or an attachment.

Through the API

Integrations with the incoming:read scope can list imports and invoices under /import/incoming, and fetch the original file with GET /import/incoming/{importId}/source, the lines with /content/lineitems, and the attachments with /attachments.

Good to know

• The CSV respects the current view: archived invoices are only included when the Archived chip is selected.
• Amounts are exported with two decimals in the invoice currency; the status column uses the internal values draft (To review), accepted and rejected.
• There is no zip export for incoming invoices yet. The zip export with PDF and XML per document exists on the outgoing Invoices list.
• Accepted incoming invoices are excluded from the Analytics revenue figures, which cover outgoing invoices only.

Related

• Export documents as zip or CSV
• API environments and keys