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.
- Go to .
- Click the event.
- Click the Invoices tab.
- Click Actions.
- 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.
- 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.
- Click Create.