You can download a report of all your payments by exporting this information from your Payments dashboard.
Exporting Payments
Go to Reporting > Payment
Add filters as needed. (See available filters here)
Click
Export
A CSV file of the payment history will be saved in your browser and on your device/computer.
Available filters:
Use filters to generate the report you need. Filters available are:
Date Range: Choose from predetermined ranges (ie Last 6 Months, Year to Date, etc) or Custom date ranges (ie October 1-31, 2026)
Payment Status: Canceled, Paid, Processing, Pending Info, Partially Paid
Payment Type: Brief, Commission, Others
Projects: Filter by specific project/s
Tags: Filter by payment tags
Budgets: Filter by budget account
Initiated By: Filter by user who initiated the payment
Saved View: Select a view to automatically generate a report based on your saved filters.
Can be set up by adding filters and then selecting Save View on the right.
If you have any questions, please feel free to email us at [email protected]