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Export customer payments

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Export a list of customer payments as CSV, XLSX or XLS

  1. Click Sales > Payments in Flare's main menu (1 below).

    sales-payments.jpg

  2. Check the checkboxes next to payments you'd like included in the exported file (2 below).

    Select payments to export to a spreadsheet

  3. Click the export icon and click the format you'd like to export (3 above).

Export individual customer payments as PDF

  1. Click Sales > Payments in Flare's main menu (1 below).

    sales-payments.jpg

  2. Click the customer name link of the payment you'd like to export (2 below).

    Export icon


  3. Click the PDF icon to open a PDF of the payment (3 below).

    Click customer name link

  4. Save the PDF.

Learn about other data that can be exported from Flare.

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