How do I export my invoices to Excel?

Do you want a list of your invoices in Excel, with one row per invoice? Then use Export to myself and tick the Excel overview (XLSX). The export runs in the background: you receive an email with a download link as soon as everything is ready.

💡 Looking for totals instead, such as your revenue per customer or per month? You get those from Reports (depending on your subscription), which you can also export to Excel.

How to start the export

1. Click Invoices in the main menu (this works the same way for credit notes, expenses and purchase slips)
2. Click Export in the top right corner
3. Choose Export to myself and click Next

4. Select the documents you want to export; use the filters at the top to limit the list to, for example, a specific year or status
5. Click Next
6. Check the email address the export will be sent to (you can enter multiple addresses, separated by a comma or semicolon)
7. Tick Excel overview (XLSX). Without this tick, your export contains no Excel file.
8. Choose whether you also want to include the documents themselves: XML (UBL), PDF and/or Attachments. Only want the Excel file? Then untick those. For expenses, these checkboxes have slightly different names.
9. Click Start export

You can simply close the window afterwards and continue working: the export is created in the background and the email will arrive in your mailbox a few moments later.

ℹ️ The Excel overview is unticked by default. Sage Cloud Demat Invoicing does remember your last choice per document type, for your whole company and also for an export to your accountant. If you or a colleague sent only XML to the accountant last time, the Excel overview is unticked again. So check the ticks every time.

💡 Tip: under Settings → Emails, set the Email address export to myself field; that address will then be pre-filled every time.

What do you receive?

You get an email with a button to download a zip file. Best download it right away: the link only stays valid for a limited time.

The zip file contains:

• The Excel overview (.xlsx), with one row per selected document. It includes the invoice number, invoice date and due date, the customer’s name, VAT number and address, the net, VAT and total amounts, the status, the outstanding amount and the payment details (amount paid, last payment date, payment method). For expenses, you see the supplier instead of the customer.
• Per document, the files you ticked: the UBL/XML file, the PDF and/or the attachments

ℹ️ There is no separate choice between Excel and CSV: the overview is always an .xlsx file, which you open in Excel or another spreadsheet program.

💡 Exporting a very large selection? The system will ask you to refine your selection, for example by period. In that case, create a few smaller exports.

What is the difference with “Export to accountant”?

In the same export module you will also see Export to accountant. It lets you send the documents themselves (as XML (UBL), PDF and/or attachments) directly to your accountant’s digital mailbox. Export to myself is intended for your own use, such as analyses, reporting or archiving.

Want to know more about exporting to your accountant? Read Forwarding documents to your accountant by email or check the available integrations (Clearfacts, BillToBox, Octopus, …).