Exporting a balance

How to export a balance.
To export a customer's balance
  1. If the side menu is not visible, click .

  2. In the side menu, click Operations, then click Members and Contacts.

  3. Do one of the following:

    • In the list of users, click the name of the customer whose balance you want to view.

    • In the search box at the top of the list, enter one or more letters of a name and search for matches.

    The customer's Summary page is displayed.

  4. Under the customer name, click Ledger.

  5. Do one of the following:

    • To export the whole ledger: move your pointer to the left of the Invoice heading and select the check-box that is displayed.

    • To export selected rows: move your pointer to the left of the rows you want to export and select their check-boxes.

    A pop-out menu is displayed.

  6. Click Export, then click Download CSV file.

ledger_export.png
Exporting the customer balance
 
 

Number

Description

1

Selecting the check-box

2

The Export button.

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