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Compliance & Backup

Your business records as a ZIP file. For your accountant, for the tax office, for your peace of mind.

Updated October 9, 20262 min read

At a glance

  • A backup holds every invoice and credit note as a PDF, plus orders, customers and settings.
  • Automatic at your chosen frequency, or any time at the push of a button.
  • On the 1st of every month Pixalo also creates a full backup.
1

What a backup contains

Each backup is a ZIP file with all records since your account started:

In the ZIPContents
InvoicesEvery invoice as a PDF, named after the invoice number.
Credit notesEvery credit note as a PDF.
OrdersAll orders as a CSV table: number, date, customer, job, payment method, amounts, discount code, items.
CustomersAll customer accounts as a CSV table with address and number of orders.
Master dataProducts, packages, jobs with groups, company and invoice settings, and a summary with all counts.

Photos are not included

The backup secures your business records. The photos stay stored in your jobs and galleries.
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2

Create and download a backup

Open the account menu at the bottom left and choose Compliance & Backup.

  1. 1Create Backup Now: starts a backup right away. It appears in the list after a few minutes.
  2. 2Enable Automatic Backup: turns regular backups on or off.
  3. 3Retention Period: how long older backups are kept, 1 to 7 days.
  4. 4Backup Frequency: daily, weekly, every 15 days or monthly.
  5. 5Summary: when the next backup runs and how long backups are kept.
  6. 6Download: saves the ZIP file to your computer.
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3

Automatic backup

With automatic backup on, Pixalo backs up your records at night at 3:00 am German time, at your chosen frequency.

  • The newest backup is always kept, even if it is older than the retention period.
  • Frequency beats retention: with weekly backups each one stays at least a week, until the next one exists.
  • Older backups are deleted, including the ones you created by hand. Download important backups first.
  • Switched off: the settings stay visible and saved, but locked.

A monthly backup for everyone

Whatever your setting, Pixalo creates a full backup of your account on the 1st of every month.
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4

Delete a backup

The bin icon in the row deletes a backup. Pixalo asks first. The ZIP file and the entry are removed for good.

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5

Keeping records

Download your backups

You have to keep invoices and accounting records for several years. Pixalo only holds the latest backups. Also store the ZIP files somewhere safe, for example with your accountant.
  • Before cancelling: download a current backup. More under Subscription.
  • Single invoices: always available under Invoices.
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Frequently asked questions

Do backups count towards my storage?

Yes. Under Subscription you see them as their own category, Backups. They only hold documents, so they are usually small.

Can I open the CSV files in Excel?

Yes. Columns are separated by semicolons and special characters display correctly.

Do I get an email when the backup is ready?

No. The list updates itself while a backup is running. It usually takes only a few minutes.

Go to the overview

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