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.

Go to Events > My Events.
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.

A CSV file with your report downloads to your computer.

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