Files & Export
Manage all your generated PDFs, export invoices to CSV, and share documents via WhatsApp, email, or any sharing method.
Files & Export
The Files tab is your central hub for all generated PDFs — invoices, estimates, and instruction notices — along with exported CSV files.
Files tab
The Files tab shows all your generated documents in one list:
- Invoice PDFs — generated when you share an invoice
- Estimate PDFs — generated when you share an estimate
- Instruction notice PDFs — generated when you share an instruction notice
- CSV exports — QuickBooks, Xero, and FreeAgent export files
Files are loaded 50 at a time with a Load more button for older files.
Sharing from Files
Swipe left on any file to access sharing options:
- WhatsApp — send the document via WhatsApp
- Email — send via email with the PDF attached
- Send to Xero / Send to FreeAgent — for invoice PDFs, push the linked invoice to the integration (when connected)
You can also tap a file to preview the PDF, then use the share button.
Email forwarding
You can email all your files (or individual files) to your business email address:
- The email is pre-filled with your business email address, subject line, and all selected attachments
- Uses the native iOS email composer — one tap to send
CSV export
From the Files tab, tap Export to generate CSV files for your accountant or accounting software.
Export options
| Option | When available | Format |
|---|---|---|
| Export to CSV | Always | Generic CSV of invoices |
| Export for QuickBooks | When QuickBooks is connected | QBO-format CSV (upload in QBO → Settings → Import Data → Invoices) |
| Export for Xero | When Xero is connected | UK Xero CSV (dd/MM/yyyy dates, GBP, AccountCode 200) |
| Export for FreeAgent | When FreeAgent is connected | Generic CSV for records |
Export details
- Date range filter — choose a date range for the invoices to include
- Maximum 100 invoices per export (QuickBooks import limit)
- Files are saved to Documents and appear in the Files list
- QuickBooks and FreeAgent exports save directly; Xero export opens the share sheet so you can save or send the file
PDF generation
Every time you share a document, Sorted generates a professional PDF that includes:
- Your company logo (if set up in Business Details)
- Your business name, address, email, and phone
- All document details (client info, line items, totals, VAT breakdown)
- Pre-text and post-text from your settings
- Footer text (legal/registered info)
- A Sorted watermark (removable with Pro subscription)
PDFs are stored locally on your device and can be accessed from the Files tab at any time.