📊 How to Download Your Invoice Report in Maroo
Keeping track of invoices is an important part of managing your business. 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
Navigate to Invoices and click Export
Select the period you want to download:
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 payment was received. Useful for tracking cash flow or settled invoices.
Invoice Date → Shows all invoices (including unpaid), filtered by the date the invoice was created. Helpful for reviewing all issued invoices.
Predefined Periods
Current month, Last month, Last year → Automatically use the Invoice Date filter.
These options show all invoices created within the selected timeframe, giving you a complete overview of billing activity.
By selecting the right filter, you can generate reports tailored to your needs—whether you want to focus on issued invoices or only payments received.
📋 What Information Will Be Included?
Your exported invoice report provides a comprehensive overview of invoice activity for the selected period. The Excel file includes:
Invoice ID
Created date (when the invoice was issued)
Invoice status (Paid, Past due, Refunded)
Event date
Payment reference
Due date
Payment date
Client name and email
Payment method (credit card, bank transfer, ACH)
Payment due (amount owed)
Amount paid
Tax information (tax collected, taxable sales, tax percentage)
Gross sales
Fees (paid by business and/or client)
This report gives you a clear financial snapshot, making it easy to reconcile payments, share data with your accountant, or analyze business performance.
📩 Need Help?
Have more questions about your invoice report? Chat with us or email [email protected] — we’re happy to assist.