How to Export Payment Information from One Step

Overview 

While the payment tab in the client profile is where invoices are created and paid, the Payment Feature on the left side of the screen is where you'll be able to create reports on the quarter, year, or even a collections list. 

To export a CSV of your payments history, follow these instructions!

Watch the Video Here

• Click Payments on the left hand side of the screen 

• Click the Export CSV button in the upper right corner.
  • You'll have the option to export via client, which gives you a summary of the total balance for each client or by invoice which shows all invoices and their statuses. 

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639