Export your records

Take clients, jobs, invoices, payments, and expenses as CSV — so the practice is not trapped if Fayvad is not there tomorrow.

3 minute read

Money ledgers first

Owners and professionals: Reports → Period registers. Pick dates, then download Invoices, Payments, or Expenses as CSV (opens in Excel).

Aged receivables is the same page — on-screen, PDF, or CSV as of a date. These are practice ledgers, not tax returns.

The live list is Engagements (filter, search). Reports also has Clients CSV and Engagements CSV — the whole book, including archived.

Documents live on the engagement. Download one file, or Download all as ZIP on that job. There is not yet a single ZIP of the whole practice.

Writing may lock after grace. Settings stays open. Nothing is deleted. Export while you can still open Reports, or write to practice@fayvad.com.

Making it easy to leave is how you should trust staying.