Download Invoice Details (Client Sales History CSV Export)
The Download Invoice Details feature allows you to export a client company’s complete sales history as a CSV file. This tool filters data exclusively for a single client company—saving you significant time during account reviews, re-orders, or annual purchasing audits while providing clear, instant visibility into product performance and buying trends for your client.
Located directly within each client’s record, it bridges your sales data with accounting status and internal workflow tracking
How to Access
- Navigate to Companies and select your client’s record.
- Locate the Company details section at the top of screen.
- Click the Download invoice details button at the top right of the details block.
- A CSV file containing the complete transaction history for that client will download automatically.
What’s Included in the CSV File
The exported CSV contains line-item level detail for every sale recorded for the client:
| Field | Description |
| be_invoice_id | Internal Brandengine reference ID (e.g., INV0001). Use this to look up specific Projects, Jobs, Quotes, or POs on the Invoices Summary Board. |
| invoice_number | Corresponding invoice ID synced from your connected accounting system (e.g., MYOB or Xero). |
| invoice_date | Date the invoice was generated. |
| invoice_status | Status pulled directly from MYOB or Xero records (e.g., DRAFT, PAID, PAID_PARTIAL). |
| qty | Total units sold for each specific line item. |
| line_total_ex | Total sell price excluding GST for the line item. |
| vendor | Supplier or vendor who supplied the product (e.g., Trends, FashionBiz). |
| item_name & line_item_name | Item Name and custom line-item naming. |
| vendor_item_code & distributor_item_code | Internal product codes for precise SKU tracking. |
Tip: To see all of the elements that went to make up the sale (Quote, Project etc…), reference the be_invoice_id on the Invoices Summary Board