Export your invoices and bills

Export invoices or bills, credit notes, prepayments, and overpayments to a comma-separated values (CSV) file.

What you can export

  • Your user role determines what you can export. If you can’t access the detail in Xero, you can't export it.
  • You can't export repeating invoice or bill templates or payroll bills.

Export invoices or bills to a CSV file

Export invoices or bills by their status Draft, Awaiting Approval, Awaiting Payment or Paid. To export all invoices or bills, select See all.

  1. In the Accounts menu, select Sales or Purchases.

  2. Select the invoice or bill tab you want to export from.

    The export includes all invoices or bills credit notes, prepayments, and overpayments (up to a maximum of 500) by default. If you have more than 500 items to export, add a search to filter them into groups.

  3. (Optional) Click Search to open the filter. Enter a date range or add search criteria to filter the transactions you export, then click Search to apply the filter.
  4. Click Export.

Xero downloads a CSV file containing the invoices or bills to your computer.

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