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Invoices: Export Payments

Run payment reports by event for events that require invoicing so that you can reconcile funding by trip.

  • You must be a Go Method admin to do this.
  • Event admins with the Can Manage Funding permission can do this.
  • Trip Leaders can do this if the Allow team leaders to view and manage funding check box is selected in the event's details page.
Run a report that contains the funding for one specific trip. This is helpful if your organization wants to break down funding by trip.
  1. Go to Events > My Events.
  2. Click the event.
  3. Click the Invoices tab.
  4. Click Actions.
  5. Select the report you want to run from the drop-down list:
    • Export Online Payments: Select this option to run only online payments for this trip.
    • Export All Payments: Select this option to run all payments made for this trip.
  6. Establish the report settings.
    • To run the report for a specific date, enter the Start Date and End Date in the corresponding fields for the time period you want to run.
    • To run the report for all transactions to date, select the Export all payments check box.
  7. Click Create.
A CSV file with your report downloads to your computer.