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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, recipient, 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.
  • Recipients — search and select specific recipients. If none are selected, invoices for all recipients 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:
ColumnDescription
Invoice NumberThe unique invoice identifier
StatusCurrent status (Open, Paid, Overdue, or Cancelled)
RecipientRecipient name
Recipient EmailRecipient email address
AmountTotal invoice amount
Paid AmountAmount paid so far
Invoice DateDate the invoice was created
Due DatePayment due date
PO NumberPurchase order number, if provided
MemoPayer memo, if provided
Payment InstructionsPayment instructions, if provided
Karat is a financial technology company, not a bank. Banking services provided by Grasshopper Bank, N.A., Member FDIC. The Karat Visa® Business Credit Card is issued by Cross River Bank, Member FDIC, and pursuant to a license from Visa️ USA.