As a merchant, managing your billing information efficiently is crucial for maintaining financial records, analyzing expenses, and streamlining your accounting processes. One powerful way to accomplish this is by exporting your billing data to a CSV (Comma-Separated Values) file format. This convenient method allows you to extract and organize your billing details into a structured spreadsheet, providing a clear overview of your transactions, payments, and other relevant data. This support article will guide you through the process of exporting your billing information into CSV.
The list of data values exported are listed at the bottom of the article.
1. Visit the "Billing" tab on the Spaceful platform.
2. In the payments section, press on the "Export CSV" button. All the data found in the search results in your account will be automatically downloaded in CSV format. Note: To download specific billing data through filters or the bulk editor, see below.
TIP 1: The bulk editor can be used to download specific payment items. Once one or more selections have been made, select the "Export CSV" button and only the selected items will be downloaded.
TIP 2: Using advanced filters, you can perform customized searches to yield specific results. Once the filter(s) are applied, select the "Export CSV" button to download the total payment items in the search results or use the bulk editor to download specific payment items.
List of data values exported: