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.

Exporting the customer balance

Number	Description
1	Selecting the check-box
2	The Export button.