Finance
Accounting Export Template
Map ServeHub invoices and payments into your GL with a consistent CSV.
Columns
Every column ServeHub maps to your accounting import.
invoice_numberInvoice number
issue_dateIssue date
due_dateDue date
customer_nameCustomer name
contract_idIf applicable
job_idIf applicable
subtotal_amountSubtotal amount
tax_amountTax amount
total_amountTotal amount
paid_amountPaid amount
paid_atDate paid
statusStatus
How to export
Filter invoices in ServeHub (e.g., date range, status).
Export to CSV from the invoices list (coming soon) or run a report.
Map columns to your GL import template using the list above.
Tips
Use invoice_number as the external key to avoid duplicates.
Include contract_id/job_id to tie revenue to projects.
Normalize tax codes per your accounting system.