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How to download customer page detail and invoice line items to Excel

How to download customer page detail and export every invoice line item, with deferred revenue, MRR, ARR, or IFRS/GAAP figures, to Excel.

Table of Contents

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

This shows reported deferred revenue, MRR, ARR or IFRS/GAAP 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