You can export your payment history as a .csv (comma delimited text) file that can be opened in Excel for advanced reporting and charting, or can be imported into any other software system that accepts .csv imports.
The export file will contain all of the records included in the Payments table. Thus, to export a subset of your transactions, first filter the table. For example:
To export all of your transactions select “All” as the date filter.
To export all transactions for a single customer, use the Customer filter. (See Filter by Customer Name above.)
To export all “Settled” transactions, use the Status filter. (See Filter by Transaction Status above.)
To export all transactions for the current day, use the Date filter. (See Filter by Enter Date above.)
To export all “Failed” transactions for the current day, use both the Status filter and the Date filter.
The following sections describe how to export the file and define each column in the export.
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