Quotes & Invoices
Export Formats
Gain real-time insights with prebuilt and custom reports that show the resources, rates and billable items used to work on the project.
Quotes and Invoices can be exported to Excel and CSV formats, as well as complete JSON objects when accessed via the Sonderplan REST API.
The tables below describes the output columns available in each of the export formats.
Quotes
CSV File
To generate a comma seperated values (CSV) file, on the Sales -> Quotes page, click the -> Export -> CSV File button.| Generated on | Local Browser |
| Maximum Results | 250 |
Columns
The following columns may be selected via the menu.| Id | Currency | Number | Client | Reference | Date Issued | Expiry Date | Project | Status | Sub Total | Discount Total | Buy Total | Net Total | Tax Total | Total | Theme | Created Date | Created By | Updated Date | Updated By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 43578 | AUD | INV-1 | VW Australia | 9238423 | Tu, 15 Apr 2025 | Tu, 29 Apr 2025 | ID Buzz Australia Launch [WV-1292] | Submitted | A$3,475.00 | A$0.00 | A$1,600.00 | A$3,475.00 | A$0.00 | A$3,475.00 | Default | 20:25 Tu, 15 Apr 2025 | Tim Mohr | 20:25 Tu, 15 Apr 2025 | Tim Mohr |
Excel Spreadsheet
To generate an Excel Spreadsheet file, on the Sales -> Quotes page, click the -> Export -> Excel Spreadsheet button.| Generated on | Server |
| Maximum Results | 10,000 |
Standard Template Columns
The following columns are output when the Standard excel template is selected.| QuoteNumber | Reference | Status | Date | ExpiryDate | Total | TaxTotal | SubTotal | DiscountTotal | NetTotal | Currency | ClientName | ClientEmail1 | ClientEmail2 | ClientEmail3 | ClientPhone1 | ClientPhone2 | ClientPhone3 | ClientAddressLine1 | ClientAddressLine2 | ClientAddressLine3 | ClientAddressCity | ClientAddressState | ClientAddressPostCode | ClientAddressCountry | ClientWebsite | ClientNotes | ContactName | ContactEmail1 | ContactEmail2 | ContactEmail3 | ContactPhone1 | ContactPhone2 | ContactPhone3 | ContactAddressLine1 | ContactAddressLine2 | ContactAddressLine3 | ContactAddressCity | ContactAddressState | ContactAddressPostCode | ContactAddressCountry | ContactWebsite | ContactNotes | ProjectName | ProjectCode | ProjectDescription | ProjectStatus | ItemGroupName | ItemGroupDescription | ItemUUID | ItemRateSchemeId | ItemText | ItemDescription | ItemQuantity | ItemUnit | ItemUnitAmount | ItemUnitBuyAmount | ItemDiscount | ItemLineAmount | ItemTaxAmount | ItemBookingId | Terms |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| QU-1 | Submitted | 2025-04-15T00:00:00+10:00 | 2025-04-29T23:59:59+10:00 | 3475 | 0 | AUD | VW Australia | IDBuzz Australia Launch | VW-1292 | In Progress | Offline | Thursday, 17 Apr 2025 - Friday, 18 Apr 2025 | r23405 | 2932 | Edit 1 | 2 | daily | 500 | 0 | 0.00% | 1000 | 1940070 |
Extended Template Columns
The extended template includes expanded data about the quote and related models, including custom fields related to the client, project and bookings.Currently only single quotes can be exported using the Extended template
Invoices
CSV File
To generate a comma seperated values (CSV) file, on the Sales -> Invoices page, click the -> Export -> CSV File button.| Generated on | Local Browser |
| Maximum Results | 250 |
Columns
The following columns may be selected via the menu.| Id | Currency | Number | Client | Reference | Date Issued | Due Date | Project | Status | Sub Total | Discount Total | Buy Total | Net Total | Tax Total | Total | Theme | Created Date | Created By | Updated Date | Updated By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 43578 | AUD | INV-1 | VW Australia | 9238423 | Tu, 15 Apr 2025 | Tu, 29 Apr 2025 | ID Buzz Australia Launch [WV-1292] | Submitted | A$3,475.00 | A$0.00 | A$1,600.00 | A$3,475.00 | A$0.00 | A$3,475.00 | Default | 20:25 Tu, 15 Apr 2025 | Tim Mohr | 20:25 Tu, 15 Apr 2025 | Tim Mohr |
Excel Spreadsheet
To generate an Excel Spreadsheet file, on the Sales -> Invoices page, click the -> Export -> Excel Spreadsheet button.| Generated on | Server |
| Maximum Results | 10,000 |
Standard Template Columns
The following columns are output when the Standard excel template is selected.| InvoiceNumber | Reference | Status | Date | DueDate | Total | TaxTotal | SubTotal | DiscountTotal | NetTotal | Currency | ClientName | ClientEmail1 | ClientEmail2 | ClientEmail3 | ClientPhone1 | ClientPhone2 | ClientPhone3 | ClientAddressLine1 | ClientAddressLine2 | ClientAddressLine3 | ClientAddressCity | ClientAddressState | ClientAddressPostCode | ClientAddressCountry | ClientWebsite | ClientNotes | ContactName | ContactEmail1 | ContactEmail2 | ContactEmail3 | ContactPhone1 | ContactPhone2 | ContactPhone3 | ContactAddressLine1 | ContactAddressLine2 | ContactAddressLine3 | ContactAddressCity | ContactAddressState | ContactAddressPostCode | ContactAddressCountry | ContactWebsite | ContactNotes | ProjectName | ProjectCode | ProjectDescription | ProjectStatus | ItemGroupName | ItemGroupDescription | ItemUUID | ItemRateSchemeId | ItemText | ItemDescription | ItemQuantity | ItemUnit | ItemUnitAmount | ItemUnitBuyAmount | ItemDiscount | ItemLineAmount | ItemTaxAmount | ItemBookingId | Terms |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INV-1 | Submitted | 2025-04-15T00:00:00+10:00 | 2025-04-29T23:59:59+10:00 | 3475 | 0 | AUD | VW Australia | IDBuzz Australia Launch | VW-1292 | In Progress | Offline | Thursday, 17 Apr 2025 - Friday, 18 Apr 2025 | r23405 | 2932 | Edit 1 | 2 | daily | 500 | 0 | 0.00% | 1000 | 1940070 |
Extended Template Columns
The extended template includes expanded data about the invoice and related models, including custom fields related to the client, project and bookings.Currently only single invoices can be exported using the Extended template
Xero Manual Import
This Excel file can be used to manually import invoices created in Sonderplan to Xero. Before importing the file into Xero- Enter the relevant account code in AccountCode as it displays in the chart of accounts.
- Enter the tax rate display name in TaxType as it displays in tax settings, eg GST on Income
- Google “Xero Import Customer Invoices” to find the official Xero help documentation on importing invoices
To automatically sync invoices between Sonderplan and Xero, you can create an integration with our Zapier connector.