Export Payments

The Payments Export feature allows you to download a complete list of your one-time or recurring payments as an Excel spreadsheet.

How Payment Exports Work

  • When you export, ALL payments will be included in the file, depending on whether you are on the one-time payments or recurring payments section.

  • Filters do not apply to the export. The exported data will contain all payments from your first recorded payment to the latest one.

  • The exported file will be in Excel (.xlsx) format and will include detailed information for each payment.


How to Export Payments

  1. Navigate to either the One-time Payments or Recurring Payments section.

  1. Click on the Export button.

  1. Your payment data will be downloaded as an Excel file (.xlsx).

  2. Navigate to your downloads to access the file.

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