Follow these steps to export a payment record:
- Log in to the CRM.
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Payments module. The Payments List View appears.
- Hover over any record and click the radio button on the left side. The Export icon will appear at the top.
- Click the Export icon.
- Enter or select any one of the following options:
- Export Selected Records - This option will export only the selected record.
- Export data in the current page - This option will export the records in the current page.
- Export all data - This option will export all the data in all the pages of the payments module.
The exported record will be saved on your local system.