Once you start making sales, you'll want to keep an eye on your invoices report to track how much money you're making.
From the Invoices tab, you'll be able to view and export your sales invoices.
Viewing your sales invoices
Here's how to view your sales invoices:
From your Podia dashboard, click on Sales in the sidebar menu.
You'll be taken to your Invoices page, where all of your sales invoices will be listed.
Click on the number of an invoice to access a particular invoice and see its details.
You can also filter you invoices by using the filter option in the upper-right corner. Click to filter for free, paid, canceled, refunded & more options.
Exporting your invoices data
If you need a bigger picture of your sales, you can download a complete history of all of your invoices data.
From the invoices page, click on Export to generate a CSV file of all of your invoices. Your invoices export will be sent to you via email.
Note: Invoices data in this export will be based on the timzeone UTC+0, not the timezone specified in your account settings.
Your invoices export will contain the following information:
Invoice information: such as invoice number and date
Customer information: such as customer's email and name
Address information: such as country, region, city, postal code and address
Payment information: such as payment method and status
Purchase information: such as items, subtotal, discount, total, Podia Fee (if applied), revenue, currency and coupon
Tax information: such as tax amount, tax name, tax rate and tax ID
FAQ
Can I delete individual invoices that I do not want to appear in my dashboard or on the export?
Can I delete individual invoices that I do not want to appear in my dashboard or on the export?
No, there is not a way to delete invoices or purchase records.
Does the CSV export only include the invoices that match the filters selected on the sales overview page?
Does the CSV export only include the invoices that match the filters selected on the sales overview page?
No, the CSV will include a list of all invoices associated with your account.
Adding filters on the invoice page in Podia will not affect the exported CSV. To filter sales data in the export, you will need to add and apply filters in Excel or Google Sheets directly.
Still need help?
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