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ServicePay feature · Integrations & Exports

Connect to the tools you already use.

Export invoices and expenses in Xero-ready format, download professional PDF invoices, and generate accountant-ready VAT and P&L reports — no retyping required.

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What's included

Xero-Ready Exports

Export invoices and expenses in CSV format that imports directly into Xero.

PDF Invoices

Download professional, branded PDF invoices for any customer or job.

VAT Reports

Quarterly VAT summaries ready for HMRC submission.

Expense Reports

Export expenses by job, date range, or category for your accountant.

Customer Export

Download your full customer database in standard CSV format.

P&L Reports

Profit and loss reports with revenue vs expenses breakdown.

Your Stripe account, not ours

Card payments run through your own Stripe account, so the money and the customer relationship are yours. You are not waiting on a platform to pay you out.

Honest about what is not connected yet

Accounting export is in build. Calendar sync is written but blocked on provider credentials. We would rather list those here than let you find out after you have moved your business across.

Integrations & Exports — your questions

Does ServicePay integrate directly with Xero?

Currently we offer Xero-ready CSV exports that import in one click. Direct API sync is on our roadmap.

Can I download PDF invoices?

Yes. Every invoice can be downloaded as a branded PDF — perfect for emailing or printing.

What format are the exports?

Standard CSV format compatible with Xero, FreeAgent, QuickBooks, and any spreadsheet software.

Can my accountant access the reports?

You can export and share reports directly via CSV or PDF. Invite your accountant as a team member to give them access.

Not sure how it all fits together?

See Integrations & Exports alongside everything else

A guided tour of the whole product — the quoting and invoicing everyone has, and the register, the tags, the compliance board and the CIS handling that only we do. No sign-up, no card, about four minutes.

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Take card payments through your own Stripe account and keep the relationship with your customers.