Preview – Invoice Autopilot is coming soon to the Shopify App Store.
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Invoice Autopilot › Docs

Export and archive

Monthly packages for your accountant, the CSV overview, limits and what happens when you uninstall.

Monthly export

Under Invoices › Export you download finished invoices and credit notes for your accounting or archive, for example once a month.

Export section with month selection, PDF/XML package, CSV and instant download
Invoices › Export.
  • Prepare PDF/XML package (recommended): the app prepares a ZIP in the background with the PDFs, the e-invoices (XML), the validation reports and an overview list. Then you download it below.
  • Prepare CSV: a list of all documents in the period. The CSV is only an overview; the documents themselves are in the PDF/XML package.
  • Download now: only for quick checks and small periods.

Current month and Previous month pick the period with one click. You can save frequent periods under a name.

Limits

  • Downloading right away works up to 5,000 documents, the background export up to 25,000 documents. With more documents, split the period.
  • A PDF/XML package also stops if it would be larger than 64 MB in total or a single file larger than 20 MB.
  • The page lists up to eight most recently started background exports.

Archive and retention

The app does not replace an archive for statutory retention periods. Download your documents regularly and keep them in your accounting or filing system.

Before uninstalling: download your complete archive. About 48 hours after uninstalling, Shopify requests deletion of the shop data; the app then permanently deletes all stored documents of this shop.

Accounting software

There is no direct connection to DATEV, Lexware Office, sevdesk or other accounting software. Hand-over works through the PDF/XML package and the CSV.