Exporting payment data
You can export your payment data at any time. This is useful if you need to send your payment data to your accountant, or complete your tax return.
To export your payments select "Payments" in the main menu, then select "Export payments". You can choose which time range to export your payments for, for example for the last month or the last year.
Once you've selected your time range, click "Export payments". Your payment data will be prepared into a single CSV file which you can download. This file will contain all your payment data, including the payment amount, the date the payment was made, the payment method, and the customer the payment is associated with.
Customers
- How do customers work?
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Payments
- Bank Reconciliation
- Exporting payment data
- How do I receive payments?
- How much do payments cost?
- Payment Statuses
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- Quote Statuses
- Using tags in itemisations
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