Payment exports
Payment exports: Export customers, contacts, leads, expenses and payments to streamed CSV files for selected date periods.
6 guides
CSV Export Manager
Open guide →GuideExport payments to CSV
Create a payments CSV using the selected period and the module’s exact joins, exclusions and formatting.
Open guide →GuideReview included columns in the Payments export
Payment records joined to invoice, currency and payment mode
Open guide →GuideReview excluded or replaced fields in the Payments export
No custom-field join is implemented for payments
Open guide →GuideReview derived and joined values in the Payments export
Formatted invoice number, base currency fallback and gateway display name
Open guide →GuideVerify the date-range column in the Payments export
invoicepaymentrecords.daterecorded
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