Switching

Moving from Invoice Simple? Bring everything with you.

Your invoices, clients and payments come across in a few minutes, and your invoice numbers carry on exactly where they left off.

1

Export from Invoice Simple

In Invoice Simple, open Settings → Export Invoice Summary. Pick the widest date range and choose XLSX or CSV (not PDF).

2

Sign up free

Sign in to InvoiceKoala with Google and enter your business name. No card needed.

3

Import

Go to Settings → Import from Invoice Simple and choose the file. You'll see how many invoices, clients and payments were found before anything is saved.

What comes across

  • Every invoice with its number, date, due date and client
  • Totals, tax and discounts, to the cent, including tax-inclusive prices
  • Paid and part-paid invoices, with each payment's date and method
  • Your clients, with their email and phone numbers
  • Your numbering: the next invoice carries on from your last Invoice Simple number

Good to know

  • Invoice Simple's export has each invoice's totals but not its separate lines, so each old invoice comes in as one line for its exact amount.
  • Old invoices never get automatic reminders, and nothing is emailed to your clients during the import.
  • Importing the same file twice is safe: invoices already in InvoiceKoala are skipped.
  • Your originals stay in Invoice Simple, untouched.

Stuck? Message us from the app (Settings → Help & support) and a real person will help you move across.