Payments List - 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, if desired.
  3. Go to Actions > Export

  4. On the Export dialog, you can specify a date range other than the one applied in Filters. Click Export after entering dates. 

  5. The dialog will refresh to indicate your export is available on the My Day page. 

  6. 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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