Home  >   FAQs   >  How do I export a Payment record?
FAQs in this section

How do I export a Payment record?

Table of Contents
Follow these steps to export a payment record:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to the Inventory tab.
  4. Select the Payments module. The Payments List View appears.
  5. Hover over any record and click the radio button on the left side. The Export icon will appear at the top.
  6. Click the Export icon.
  7. Enter or select any one of the following options:
    1. Export Selected Records - This option will export only the selected record.
    2. Export data in the current page - This option will export the records in the current page.
    3. 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.

Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.