Sign in

Download a spreadsheet of invoices issued over a period

To download a list of invoices into a spreadsheet, follow these steps:

  1. Go to Accounts - Invoices.

  2. Click Export in the top right corner.

  3. Enter the range in the Date range field and Download

Bookem will generate an Excel spreadsheet for the selected date range. The spreadsheet will include the following columns, which you can use to sort and analyse within Excel.

  • Number (Invoice Number)

  • Issue date

  • Due date

  • Client

  • Associated team member / resources (via booking)

  • Total (Invoice amount)

  • Credit applied

  • Payments

  • Status (If the invoice is voided, open or uncollectable)

See here for a similar export for Payments received over a period.