Export AR data
Export invoices, payments, customer accounts, and settlement summaries as CSV files.
Export invoices, payments, customer accounts, and settlement summaries as CSV files. Exports reflect the current filtered view, so you can narrow the data before downloading.
What you can export
| Data | Where to find it | What it contains |
|---|---|---|
| Customer accounts | Customers Dashboard → Export | Account names, IDs, outstanding amounts, aging buckets |
| Invoices | Invoices page → Export | Invoice numbers, amounts, due dates, statuses, aging |
| Credit adjustments | Customer detail → Credit Adjustments tab → Export | Credit amounts, dates, statuses |
| Debit adjustments | Customer detail → Debit Adjustments tab → Export | Debit amounts, dates, statuses |
| Incoming payments | Payments → Incoming Payments tab → CSV Export | Payment amounts, methods, statuses, payer info, dates |
| Settlement summary | Payments → Settlements tab → Settlement detail → Download Summary CSV | Payments in a settlement batch with amounts and methods |
| Supplier invoices (payables) | Payables → Supplier → Export | Invoices owed to a supplier with amounts and dates |
How to export
- Navigate to the page or tab containing the data you want.
- Apply any filters you need (status, date range, amount, and so on). The export will reflect your current filter selections.
- Click the Export or CSV Export button.
- The file downloads to your browser's default download location.
Common uses
Monthly reporting. Export the customer accounts list at month-end for an AR aging snapshot. Share with your CFO or controller.
Payment reconciliation. Export incoming payments for a date range and compare against bank deposits or ERP records.
Settlement records. Download settlement summary CSVs for your audit trail.
Customer-level detail. Open a customer's account detail, then export their invoices or adjustments for a focused view.
Related
- Customers Dashboard reference — What fields appear in customer exports.
- Customer CSV export reference — Every column in the Customers CSV, with sources.
- Payments page reference — What fields appear in payment exports.