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Export payment records & download invoices

Export payment records

  • Go to Participants / Bookings/Payments / [Registration form] / Select the records to work on and select the records you want to include in the export.
  • Typically, you would set the filter to Order status: Recorded, to select all orders, whether pending or completed. you can, however, limit the records to Payment status: completed, Payment status: missing or select a single user by name, email or by their user-ID. Other filtering criteria care available. Resetting the filter will select all the records.
  • Once suitable records have been selected, go to Participants / Bookings/Payments / [Registration form] /Work on the selected records.
  • This section contains a list of the selected records. At the top of the list, you will find an export link to Excel. All the data collected on the payment form will be included in this export, as well as the status of the payments.

Download invoices

  • Go to Participants / Bookings/Payments / [Registration form] / Select the records to work on and select the records you want to include in the export.
  • Typically, you would set the filter to Order status: Recorded, to select all orders, whether pending or completed. you can, however, limit the records to Payment status: completed, Payment status: missing or select a single user by name, email or by their user-ID. Other filtering criteria care available. Resetting the filter will select all the records.
  • Once suitable records have been selected, go to Participants / Bookings/Payments / [Registration form] /Work on the selected records.
  • This section contains a list of the selected records. At the top of the list, you will find a download link for the invoices. when you click on the download link, the selected invoices are contained in a zip file that can be saved to your computer and unzipped.
Last updated: 04 December 2019