Create invoice

Switching

Switch to Invoxa from your current invoicing app

Move your clients, items and invoices to Invoxa in minutes: export a CSV from Wave, Zoho, FreshBooks, Invoice2go, Square, PayPal and others, then import it.

Switch from Wave

Invoices with their line items, dates, taxes and payment status; customers with addresses and emails.

Wave's own Data Export has no invoice file; the Wave Connect sheet is the only invoice export.

  1. Install Wave Connect

    The free Google Sheets add-on from Wave; sign in to your Wave business.

  2. Download the invoices

    In Google Sheets choose Wave Connect → Download → Invoices (all dates), then File → Download → CSV.

  3. Get the customer list

    In Wave open Settings → Data Export and take the customers file from the zip.

Import from WaveInvoxa vs Wave

Switch from Zoho Invoice

Invoices with line items, taxes, totals and balances; customers with addresses; items with prices.

  1. Open Invoices

    Click the ⋯ menu at the top right and choose Export.

  2. Export all fields as CSV

    All invoices, no template, no password, then download the file.

  3. Customers and items too

    Repeat the export in Customers and in Items if you want them without invoices.

Import from Zoho InvoiceInvoxa vs Zoho Invoice

Switch from FreshBooks

Invoices with line items, rates, taxes and paid dates; clients with addresses, emails and phones.

  1. Export invoices

    Invoices → More Actions → Export Invoices, all dates and your currency, then Download CSV.

  2. Export clients

    Clients → More Actions → Export Clients.

  3. One file per currency

    Repeat the invoice export for each currency you invoice in.

Import from FreshBooksInvoxa vs FreshBooks

Switch from Invoice2go

Invoices with totals, status, paid amounts and dates; clients with email and address; line items when exported.

  1. Open Settings → Export

    Or Reports → Export, depending on your version.

  2. Export invoices as CSV

    All dates. Line items are in the file when the export includes them.

  3. Export clients

    The same way, for the client list.

Import from Invoice2goInvoxa vs Invoice2go

Switch from Invoice Simple

Invoices with numbers, dates, clients, totals, paid amounts and balances.

Invoice Simple documents the steps but not the columns of the file; the import maps the columns it finds and lets you fix the rest.

  1. Open Settings

    The gear icon in Invoice Simple.

  2. Export as Spreadsheet

    Under Invoice; the file is sent to your e-mail or a cloud drive.

  3. Upload the file

    If a column is not recognised, map it on the review screen.

Import from Invoice SimpleInvoxa vs Invoice Simple

Switch from Invoice Ninja

Invoices with line items, taxes and balances; clients; products.

  1. Open Reports

    Choose the Invoice report and add the item columns (Product, Quantity, Cost, Line Total).

  2. Export → CSV

    Download the report.

  3. Clients and products

    Export the Client and Product reports too if you want them without invoices.

Import from Invoice NinjaInvoxa vs Invoice Ninja

Switch from Square Invoices

Invoices with totals, status and paid amounts (one line each: the export has no line items); customers with addresses; items with prices.

Square's invoice export has no line items, so each invoice is imported as one line with its total.

  1. Export invoices

    Square Dashboard → Invoices, clear the filters, click Export.

  2. Export customers

    Customers → Directory → Import/Export → Export Customers.

  3. Export items

    Items → Actions → Export library (XLSX works too).

Import from Square InvoicesInvoxa vs Square Invoices

Switch from PayPal

Paid invoices with the payer, the amount, tax and date.

PayPal has no invoice-list spreadsheet (the Invoices page downloads PDFs only), so only paid invoices come across; unpaid ones you can import from their PDFs.

  1. Activity → Download

    Reports → Activity download in your PayPal business account.

  2. Balance affecting, CSV

    Choose the date range and CSV, then Create report and Download.

  3. Upload the file

    Rows with an invoice number become paid invoices.

Import from PayPalInvoxa vs PayPal

Switch from Invoice Fly

Invoices with numbers, dates, clients, totals and status.

Invoice Fly documents the steps but not the columns of the file; the import maps the columns it finds and lets you fix the rest.

  1. Open Tools

    At the bottom of the Invoice Fly app, then Export.

  2. Spreadsheet (CSV)

    Save or share the file.

  3. Upload the file

    If a column is not recognised, map it on the review screen.

Import from Invoice FlyInvoxa vs Invoice Fly

How the import works

  1. Export your clients, items and invoices from your current app as CSV or Excel. The steps for each app are above.
  2. Upload the file in the Invoxa web app: Settings → Import documents → From another app. Invoxa recognises the app from the column names and maps them; you can change any column.
  3. Check and import. Every invoice shows its number, dates, client, lines and status; untick what you do not want. Clients and items are created along the way, existing ones are matched, paid invoices get their payment, and your numbering continues after the highest number.

No spreadsheet export? Upload your old invoices as PDF files, photos or screenshots instead: import your invoices reads them for you.

What does not come across

Invoxa imports invoices, estimates, clients and items. It does not import expenses, bank transactions, bookkeeping accounts, projects or time entries, because Invoxa does not have them. Payments on invoices come across as paid or partially paid status with the amount; card payments taken through the other app stay in that app’s reports.

Some apps export less than others: Square’s invoice export has no line items, PayPal has no invoice list at all (only the payments), and Invoice Simple and Invoice Fly document the export steps but not the file’s columns, so you may need to map a column or two by hand. We say so on each app’s card.