You can export the Payments list for use in Excel or for uploading it into separate accounting software. To export Payments, follow these steps:
- Go to Accounting > Payments.
- Apply filters so the Payments you want to export are in the current view.
- Select all Payments in the current view by clicking the checkbox at the top of the table.
- Under the Actions menu, click Export.
- On the Export Payments dialog, click OK.
- A confirmation message will appear in the upper right corner of the screen.
- 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