Export invoices to CSV

Steps

1. In Billing & POS, set the filters for what you want: a date range under Billed between, a status, a branch from the top bar.

2. Click Export CSV.

   

3. The file downloads and the portal confirms with Invoices exported.

The export contains one row per invoice: number, date, customer and phone, branch, totals, tax, discount, paid and due amounts, and the payment mode.

For GST filing

The invoice export gives invoice-level figures. For the taxable value and CGST and SGST split by rate, run the Tax / GST Report under Reports for the period and export that. See Export a report.