Overview
When it’s time to share invoices or reconcile accounts, you can download invoices one-by-one or in bulk. Choose PDF to share with parents, or CSV for Excel and imports to QuickBooks, Xero, or Sage.
Path: Finance → Invoicing (use Tracking to bulk-select and download)
Prerequisite: You’ll need an invoice generated first (see Generating an Invoice).
Download types
PDF — Clean, ready to send to parents/carers.
CSV (Accounting) — Structured for spreadsheets and accounting systems (choose your platform format before exporting).
How to download
Select invoice(s)
Open Finance → Invoicing (or Finance → Invoicing → Tracking for lists).
Tick one invoice or multiple invoices (across one or many children).
Click the Download icon (top-right)
Choose settings
Selected invoices — Review which invoices are included; adjust if needed.
Format — Pick PDF or CSV (and, for CSV, choose QuickBooks/Xero/Sage layout if prompted).
Save As — Name your file.
Single invoice: your chosen file name is used.
Multiple invoices: you’ll get a .zip containing each invoice.
Confirm to download
Sharing with parents/carers
Send the PDF via your in-app Messaging or attach it to an email.
CSV exports are for your internal finance workflows and accounting uploads.
Tips
Use the Tracking hub to bulk-select and download many invoices at once.
For accounting, always pick the CSV format that matches your software (QuickBooks, Xero, Sage) to minimise cleanup.
Need to correct an invoice before export? Edit in Finance → Invoicing, then re-download.