V3 Payments Screen - Export

You can export the Payments List for use in Excel or for uploading into separate accounting software. To export Payments, use the following steps:

  1. Go to Accounting > Payments.
  2. Apply filters so the Payments you want to export are in the current view.
  3. Select all Payments in the current view by clicking the checkbox at the top of the table.
  4. Under "Actions" click Export

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  5. On the Export Payments dialog click OK.
  6. A confirmation message will appear in the upper right corner of the screen. 

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  7. Go to the My Day page to retrieve your export.

 The following columns will appear on the export:

  • Payment Date
  • Client Name
  • Address
  • Amount
  • Unused Amount
  • Refunded Amount
  • Reference
  • Notes
  • Payment Method
  • Sales Tax Reference
  • Taxable
  • Invoice Count
  • Invoice Number
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