Export the Payments In page
Export
Export the payments shown on the screen, based on filters applied, by using these steps:
- Click Payments in in the left navigation pane
- Click More actions
- 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
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