You can view and export all of your organization's Invoicing activity within a given date or date range into either an Activity Report or Payout Report. The information is saved to a .CSV file and downloaded to your computer. The files contain all Invoicing activity based on the selected date or date range.
- Activity Reports: the data includes information on invoices, online/offline payments, online/offline refunds, voids, and credits.
- Payout Reports: the data includes statement and settlement dates, online payments/refunds, tech & processing fees, payout amounts, and balance.
Export a Financial Report
Step 2: Click the Invoicing tab
Step 3: Click Reports
Step 4: Select Activity or Payout
Step 5: Select a date range
Step 6: Click Export