You can export the Payments List for use in Excel or for uploading into separate accounting software. To export Payments, use the following steps:
- Go to Accounting > Payments.
- Apply filters, if desired.
- Go to Actions > Export.
- On the Export dialog, you can specify a date range other than the one applied in Filters. Click Export after entering dates.
- The dialog will refresh to indicate your export is available on the My Day page.
- 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