Export the Payments In page


Export the payments shown on the screen, based on filters applied, by using these steps:

  1. Click Payments in in the left navigation pane

  2. Click More actions

  3. Click Export .CSV or Export to Excel

Things to know

  • The exported file will appear in the Downloads section of your browser, titled "export" or "export-X" with X being the number of the export. For example, the first export file will be called "export," the next one will be called "export-2" and so on
  • Depending on the filters and columns you have applied, the download will have the same filtered data
    • The filter list itself is not exported
  • The export will not include the values for associated documents, notes, checkboxes and/or actions