Customer Portal - Download Paid Invoices in CSV Format

1. Navigate to "Payment History"

   Downloading paid invoices in CSV format is perfect for uploading paid invoice lists into accounting software. It is also helpful when there are multiple invoices paid in a single web account payment and it is easy to view and manipulate in Excel or other spreadsheet applications. To start, navigate to the "Payment History" section in the Customer Portal. In order to access "Payment History", you will need to have the role of "Accounts Payable".

   

2. Search for the payment record

   Locate the payment record containing the invoices you want to download. Type the payment number in the "Payment #" column filter.

   

3. Click on the more details icon

   Click on the more details icon to view the payment history details screen.

   

4. Click "Download"

   Under the "Paid Invoices" section, click the "Download" button to export the list of paid invoices in CSV format. The CSV file will be downloaded to your computer.

   

5. Example Spreadsheet

   The file will contain all invoice details from the downloaded payment record.