Data is stored going back the previous two calendar years.
e.g. If the year is currently 2021, bookings data for 2019 and 2020 and invoices issued in those years is retained.
You can keep a local copy of data by going to Download CSV Data and choosing the year that you would like to download.
You can also download invoicing data. Go to the Invoicing tab on the Administrator's Dashboard. This will expand the page. Enter the dates or click on the year to download.
The invoice data can be imported into accountancy packages.
Looking for more help?
Check out our PDF Guide or contact us if you need more assistance.