To export data from your account, go to: Settings → General → Data export.
Here you will find data you can export per selected month such as Invoices, Daily Totals and Drawer transactions. You will also find more comprehensive data such as Customers, Products and Current product stock. Click ‘Export’ to export the chosen data.
To ensure the reliability of big exports with lots of data, an email containing the export will be sent to your email address. You can either choose to send an email to the company email (the email address you have specified as notification email address in Company settings), or to the email of the user account who is currently logged in.
If you have the Salonized "Basic" or "Pro" package, then your sales, income and revenue will be automatically registered. You'll be able to export all the necessary information for your accounting as an Excel or CSV file. You can then import these files into your accountancy tool or share them with your accountant.
Exporting a customer list
Export an overview of your customer list as an Excel or CSV file. This will be a file with names and addresses plus contact and date of birth details.
Exporting a product list
You can also download your products as an Excel file. This is useful when you want to edit many products. Examples could be adding EAN numbers to your products or adjusting the stock levels. This is also a quick way to adjust the value of your current stock and see your stock value on the 1st of January. You'll never have to count your stock again!
Day totals
By exporting this file your day totals will be shown in an overview (in an Excel file). You can also import the CSV file into an accountancy programme.
Invoices / Orders
With this option you'll have all of your invoices in an overview. All the invoices will be classified by invoice number and all invoices will show their payment method, total value, employee and customer. This is also a quick way to check which invoices are outstanding.
Invoice items / Order items
Here you'll see which products / services have been sold (per invoice), by who and to which customer.
Drawer transactions
Export your drawer transactions to an Excel file or import them into an accountancy programme so that you have a clear overview.
