Logo

Exporting receipts

To export receipt-related data for creating records of received payments and financial transactions.

Action Steps:

  1. Navigate to Receipts: Go to "Operations" and then "Receipts."
  2. Access Export Options: Click on the large gear icon next to "Add New Receipt."
  3. Adjust Filters: Use the dropdown menu and date range to specify the receipts you want to export.
  4. Select Columns: Choose the columns needed for the export data.
  5. Export Data:
  6. View Data: Click on ‘View’ to see the data in a browser window.
  7. PDF Export: Click on "Get Statement" to download the report as a PDF.
  8. Excel Export: Click on "Export" to download the data as an Excel file.

Was this Helpful?