How to download Customer page detail; how to download all invoice line item detail into Excel

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 15th, 2025

To download invoice detail from the Customer page, use the download icon>Download Excel with all invoice lines.  

This shows reported deferred revenue or MRR values by month with detail by invoice line item and allows you to sort in Excel by:

  • customer name
  • invoice number
  • invoice date
  • invoice line item description
  • line item amount
  • account name and number
  • Xero Tracking Code or QuickBooks Class
  • start date
  • end date
  • amount by date