In this section, you will learn how to export receivables to your device. After exporting the receivables history, you can find the exported CSV file in your device’s Downloads folder.
NOTE: If you wish to export the history of PayLinks only with additional information and/or custom fields, please see this article.
- On the Home page, click the RECEIVE card.
- Note: it is worth noting that you can also access the Receive Payments page through the Menu and select Receive.
- At the bottom of the page, click the Receivables History link.
- You will be directed to the Receivables History page.Find and click the Export icon.
- The Transaction Export dialog box will appear. In the Email field, enter the email address where you want to send the export file.
- Click the SEND ME THE CSV FILE button. A Confirmation message will appear above the page indicating that the transaction export has been sent.