Export your data
Download everything your company holds in Invoa as JSON plus every PDF, and export reports and accounting journals as CSV for your accountant.
Your data is yours. You can download a complete copy of a company at any time, and export reports and journals as CSV files for your accountant or another system.
Download everything
Owners and admins can generate a full export.
- Open Settings → Data export.
- Click Generate export. Invoa shows Building your archive… while it works.
- When Your export is ready appears, click Download zip.
The export covers the company you are in. If you have several companies, switch and export each one.
Earlier exports are listed under Previous exports. Download links expire, so download the file when it is ready and generate a new one whenever you need it.
What is in the zip
| File or folder | Contents |
|---|---|
README.txt | What the export is and when it was generated |
profile.json | Company profile, plan, number series and e-invoice profile |
contacts.json, items.json | Contacts (including archived) and items |
price_lists/ | Customer price lists and their set prices |
documents/ | Every document with its lines, issued snapshots and timeline events |
payments/ | Payments, customer payment claims and CHIP online payments |
schedules/ | Billing schedules and their items |
einvoice/ | Every LHDN submission and e-invoice record |
reminders/ | Reminder rules and the reminders sent |
expenses/ | Expenses and your expense categories |
bank/ | Bank accounts, imported statements, every statement line with its decision, and bank rules |
audit_log.json | The company's audit log |
pdfs/ | Every PDF Invoa has generated for the company |
attachments/, bills/, bank-statements/ | Files you uploaded: document attachments, expense bills and bank statements |
Money is in integer sen (125000 = RM 1,250.00). Dates use the ISO format (2026-10-15) and times are in UTC.
Note: Files you attached to documents are not in the zip. Download them from each document's Attachments card. If a PDF could no longer be found in storage, the export still completes and tells you how many were skipped.
The Data retention section on the same page explains how long Invoa keeps issued documents, payments and e-invoice records.
Reports as CSV
Anyone with the Member, Accountant, Admin or Owner role can download report CSVs from Reports.
| Tab | Export |
|---|---|
| Aged receivables | Open invoices with ageing buckets as of today |
| Sales by customer | Invoices, tax, total, paid, credit notes and net per customer for the selected period |
| SST summary | Tax collected per SST type for the selected period, with credit notes netted off |
Click Export CSV on the tab.
Accounting journals
Open Reports → Exports to download the sales journal for the selected period in one of four layouts: Sales journal (generic), SQL Account, AutoCount or Xero. The same tab has the profit and loss (accrual or cash), the expenses journal, bank transactions and aged receivables as CSVs. Accountants can also download these for all their clients from the accountant console. See For accountants.
Single documents
On any issued document, click Download PDF.
Through the API
Developers can read contacts, documents and payments with the REST API. See the API overview.
Related
Something unclear or out of date? Tell us at hello@invoa.io and we'll fix the page.