Export invoice revenue to an Excel workbook for one or more workshops. Choose an issue-date range and the invoice and job statuses you want to include.
Export revenue
Open Payments → Invoices and choose Export Revenue.
Select the businesses to include. Set Issue date from and Issue date to; dates use your business timezone.
Choose the invoice statuses, job statuses and job accepted statuses. Review these filters when comparing two exports. Invoices without a linked job can still be included.
Choose Export. Progress appears at the bottom of the sidebar. When the export is ready, open the notification's download link.
Open the workbook in Excel, Google Sheets or another spreadsheet application.
Read the workbook
Monthly worksheets contain one row per invoice, with revenue categories, tax, payment information and a monthly subtotal. The Overview brings the monthly figures together and includes workshop totals for a multi-workshop export.
Compare parts revenue and cost
Parts cost appears beside Parts revenue on each invoice row and in the monthly subtotal. The Overview includes Parts Cost by month and, for combined exports, by workshop.
Parts cost is the current stock unit cost multiplied by the invoiced quantity for active, approved, non-retired parts. Returned quantities retain their negative cost. Missing cost or quantity contributes zero, so check the stock record before treating zero as a confirmed purchase cost.
Locked invoices use their frozen invoiced quantity, but the unit cost still comes from the current stock record. Changing a stock cost can change a later export of the same invoice.
This figure excludes labour, free-text items, collection and operating costs. Sales discounts and tax do not adjust the stored stock cost. Revenue and tax totals retain their existing calculations.
Check an unexpected figure
Compare the selected businesses, issue-date range, invoice statuses and job filters first. For a cost difference, check the stock unit cost, invoiced quantity, approval status and whether the invoice is locked. Send Support the invoice ID, selected filters and expected and actual figures if you still need help.