Keeping track of your invoices is an important part of managing your business, and Maroo makes it easy to export a detailed report whenever you need it. Whether you're reviewing monthly activity, preparing documents for your accountant, or analyzing trends over the past year, you can quickly download an Excel file with just a few clicks.
Steps to download your invoice report
Go to your Maroo Dashboard
Go to Invoices and click the Export button
Select the period you want to download
Available options include:
Current month
Last month
Last year
Custom period
An Excel file will automatically download to your device
Your invoice report is now ready to review, share, or store for your records.
Choosing a Period for Your Invoice Report
When downloading your invoice report, you can select a specific period to filter which invoices are included. This helps you focus on the exact set of invoices you need.
Custom period
For a Custom period, there is a dropdown to choose between Invoice Date and Payment Date:
Payment date – Shows only invoices that have been paid, filtered by the date the payment was received. This is useful if you want to track cash flow or see which invoices were settled during a specific time.
Invoice date – Shows all invoices, including unpaid ones, filtered by the date the invoice was created. This is helpful for reviewing all issued invoices, regardless of payment status.
Predefined periods
Current month, Last month, and Last year automatically use the Invoice Date filter. These options show all invoices created within the selected timeframe, giving you a complete overview of your billing activity for that period.
By selecting the right period and filter, you can generate reports tailored to your needs—whether you want to focus on issued invoices or only the payments received.
What information will I see in the invoice report?
Your exported invoice report provides a comprehensive overview of your invoice activity for the selected period. The Excel file includes detailed fields to help you track payments, review client information, and understand associated fees. You’ll see:
Invoice ID
Created date — the date the invoice was created
Invoice status — e.g., Paid, Past due, Refunded
Event date
Payment reference
Due date — due date of the payment
Payment date — the date the payment was made
Client name and email
Payment method — e.g., credit card, bank transfer, ACH
Payment due — the amount of the payment that is due
Amount paid — the amount paid for the invoice
Tax information
- Tax collected
- Taxable sales
- Tax percentageGross sales
Fees
-Fee paid by the business
-Fee paid by the client
This report gives you a clear financial snapshot of your invoices, making it easy to reconcile payments, share data with your accountant, or analyze your business performance.
Have more questions about your invoice report? Chat us or reach out via [email protected].