What it is
Export saves your invoices, clients, credit notes and payments as spreadsheet files. You can open them in Excel, Numbers or Google Sheets, or send them to your bookkeeper. Nothing leaves your phone until you choose where to send it.
Why you’d use it
Your bookkeeper or accountant will ask for your figures, usually at year end or before a SARS return. An export gives them a spreadsheet instead of a pile of PDFs.
It is also your own copy. Export everything before you delete your account, because deleting cannot be undone.
What you need first
A spreadsheet app to open the files: Excel, Numbers or Google Sheets all work. You can also just email the files to your bookkeeper.
The export uses what is on your phone. If you have just signed in on a new phone, wait for your invoices to appear in the app first.
How to do it
- On the InvoiceZen tab, tap the settings icon at the top right to open Business Profile.
- Under Tools, tap Export Data.
- Tap Export next to the file you want:
- Export Invoices: every invoice with its client, dates, status, VAT, total, and how much was paid and credited.
- Export Clients: contact details, opening balance, totals invoiced, paid and credited, and the balance each client owes.
- Export Credit Notes: each credit note with the invoice it belongs to.
- Export Payments: each payment with its date, invoice, client, amount and method.
- Your phone’s share sheet opens. Save the file, or send it by email or WhatsApp.
Repeat for each file you need. Each one is named with today’s date, for example invoices-2026-10-04.csv.
What it costs
Nothing extra. Exports work on every plan.
Common questions
What is a CSV file?
A plain spreadsheet file. Each row is one invoice, client or payment, and each column is one detail. Amounts are in rand, like 4500.00, and dates are written year first, like 2026-10-04.
Does the invoice export include drafts?
Yes. It includes drafts and voided invoices too, with their status in the Status column. Filter that column if you only want invoices you actually sent. The client balances in Export Clients already leave drafts and voided invoices out.
Are quotes or my products exported?
No. The four files are invoices, clients, credit notes and payments. To keep a copy of a quote, share its PDF from the quote itself.
I want to delete my account. What should I export?
All four files. Also share any invoice PDFs you need to keep for SARS, because nothing can be recovered once the account is gone.