You can export your recurring payment schedules 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 Recurring Payments table. Thus, to export a subset of your transactions, first filter the table. For example:
To export all of your schedules select “All” as the date filter.
To export all schedules for a single customer, use the Customer filter. (See Filter by Customer above.)
To export all “Active” schedules, use the Status filter. (See Filter by Schedule Status above.)
To export all schedules starting on the current day, use the Date filter. (See Filter by Date Range above.)
The following sections describe how to export the file and define each column in the export.
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