Introduction

Previously, when exporting invoices from circuly, you could only export the summary data — that is, whatever was displayed in the invoice list under the various column headings. This made it difficult to perform deeper revenue or product-level analysis.

Now, circuly makes it possible to export invoice line items directly. This means you can analyse your data in far greater detail — for example, by SKU, product type, or any other details included in an invoice line item.

Note: This feature is only available for invoices created in 2025 or later.

Feature Overview

With invoice line item exports, you can:

• Perform detailed revenue analysis: Break down invoices by individual items, SKUs, and more.
• Support advanced reporting needs: Use the data for deeper accounting, profitability, or inventory insights.
• Choose between exports and webhooks: Download a CSV when needed, or automate data delivery through a webhook directly into your systems.

Step-by-Step Guide

1. Export invoice line items via CSV

How to export

• In the circuly Hub, navigate to the Invoices tab.
• Select the invoices you want to export by checking the boxes next to them.
• Click on the Export button.
• In the Export Data window, check the option “Export invoice line items only.”

• Once your export is processed, you’ll receive a notification under the bell icon in the circuly Hub.

• Click on the notification to download your CSV file.

2. Automate data exports with webhooks

If you’d like to receive invoice line item data automatically — without manually exporting every time — you can use circuly’s webhook functionality.

How to set up the webhook

• Go to the Webhooks tab in the circuly Hub.
• Click on Create Webhook.
• Under Event Type, select the new option “Invoice with Items.”

• Continue the usual steps to configure your webhook, setting the destination URL where you want the data to be sent.

As with any webhook, data will be pushed to the destination URL whenever the event is triggered.