Browse payments


To browse payments tap Payments in the left hand nav bar.


This will display all payments by date. If you choose another date range or filter by tag the list of payments will update. A total for the displayed payments is shown at the bottom.

If you check the boxes to the left of each payment you'll get the following bulk action options:

Change payment tags...: Change the tags of the selected payments.
Email payment statements: Read email payment statements for more info.
Export selected payments: Export the selected payments to a CSV file.
Delete selected payments: Delete all the selected payments.

Tip: If each payment is opened in a new tab then you will be able to keep your place in the list as you browse through payments. You can open payments in a new tab by holding down Ctrl (Windows) or Cmd (Mac) before clicking on the payment.



Share payment form

On the top right of the Payments page you can find a button to the payment import page and also the Share payment form options.

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