Exporting a balance
How to export a balance.
To export a customer's balance
In the side menu, click Operations, then click Members and Contacts.
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.
Under the customer name, click Ledger.
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.
Click Export, then click Download CSV file.
Number | Description |
1 | Selecting the check-box |
2 | The Export button. |
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