If you want more detailed data about your client payment collections, you can export your collections to a CSV file for deeper reporting and analysis!
You may want to export your data if you:
Have a large volume of payments that you want to reconcile
Wish to view all your client surcharge amounts at once
Need to perform month end or year end reporting
How to export payment collections data
Exporting your payment collections will generate a CSV file based on the current filters applied in your view.
Simply apply any filter you wish and click Export when you are ready.
The CSV file will be automatically sent to your email.
Pro-tip: To export all results, ensure you select All in the quick filters.
Learn more about searching and filtering your payment collections here.
Data included in the CSV export
Field | Definition |
Client | Name of the client record |
Invoice # | Invoice number in Ignition |
Ledger invoice # | Invoice number in your connected ledger |
Amount | Dollar amount that was collected by Ignition. |
Status | The current status of the payment |
Payment Progress | What part of the payment progress the collection is currently in. |
Billed On | The date that the invoice is billed to the client |
Collected On | The date that the payment began collecting |
Attempted On | If the collection failed, the latest date of a re-collection attempt. Learn more about failed payments here. |
Est. Payout | Estimated date of payout |
Actual Payout | Date of when the collection was paid out and available in your bank account |
Payout ID | The payout ID generated in Ignition |
Payment Method | Describes the payment method used |
Fee | The fee for collecting this payment |
Fee paid by client | The fee that your client paid if surcharges are enabled |
Invoice link | The URL to the invoice in Ignition |
Ledger invoice link | The URL to the invoice in your connected ledger. |