Exporting invoices - Karat Help Center

Export your invoices

You can export your invoices as a CSV file directly from the Invoices page. The export includes key details for each invoice such as invoice number, status, recipient, amount, dates, and payment instructions.

  1. Open the export modal
    Go to Banking > Invoices and click the Export button above the invoices table.

  2. Choose a date range
    Select a preset date range or choose Custom to enter specific start and end dates. Available presets:

    • All time
    • Last 7 days
    • Last 30 days (selected by default)
    • Last 3 months
    • Last 6 months
    • Last year

  3. Apply optional filters
    You can narrow your export using any combination of these filters:

    • Status — select one or more statuses (Open, Paid, Overdue, Cancelled). If none are selected, all statuses are included.
    • Amount — set a minimum and/or maximum invoice amount.
    • Recipients — search and select specific recipients. If none are selected, invoices for all recipients are included.

  4. Download the file
    Click Export CSV. Your browser will download a CSV file named karat-invoices-YYYY-MM-DD.csv.

What’s included in the export

Each row in the CSV represents one invoice and contains the following columns:

Column Description
Invoice Number The unique invoice identifier
Status Current status (Open, Paid, Overdue, or Cancelled)
Recipient Recipient name
Recipient Email Recipient email address
Amount Total invoice amount
Paid Amount Amount paid so far
Invoice Date Date the invoice was created
Due Date Payment due date
PO Number Purchase order number, if provided
Memo Payer memo, if provided
Payment Instructions Payment instructions, if provided

Karat is a financial technology company, not a bank. Banking services provided by Grasshopper Bank, N.A., Member FDIC. The Karat Visa® Business Credit Card is issued by Cross River Bank, Member FDIC, and pursuant to a license from Visa️ USA.