Exporting invoices

You can export your invoices as a CSV file directly from the Invoices page. The export includes key details for each invoice such as invoice number, status, customer, amount, dates, and payment instructions.

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Export your invoices

1. Open the export modal. Go to Banking > Invoices and click the Export button above the invoices table.
2. Choose a date range. Select a preset date range or choose Custom to enter specific start and end dates. Available presets:
   • All time
   • Last 7 days
   • Last 30 days (selected by default)
   • Last 3 months
   • Last 6 months
   • Last year
3. Apply optional filters. You can narrow your export using any combination of these filters:
   • Status: select one or more statuses (Open, Paid, Overdue, Cancelled). If none are selected, all statuses are included.
   • Amount: set a minimum and/or maximum invoice amount.
   • Customers: search and select specific customers. If none are selected, invoices for all customers are included.
4. Download the file. Click Export CSV. Your browser will download a CSV file named karat-invoices-YYYY-MM-DD.csv.

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What’s included in the export

Each row in the CSV represents one invoice and contains the following columns: _{Karat is a fintech company, not an FDIC-insured bank. Banking and Card services provided by Grasshopper Bank, N.A., First Internet Bank of Indiana, and Cross River Bank, Members FDIC.}