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Download a Receipt or Export Payment History

When would I use this?
  • A member asks for proof they paid a specific invoice — download that payment's receipt as a PDF.
  • A member says they never got their receipt email after paying online — resend it.
  • A treasurer or bookkeeper needs a batch of payment records to reconcile against a bank statement — export the filtered list as a CSV.
Export the whole filtered list
  1. Go to Balances > Payment History.
  2. (Optional) Apply any Filter or Search first to narrow the list to what you want to export.
  3. Click the bulk Actions button at the top right and choose Download Filtered Payments to export the currently filtered list as a CSV.
Actions on an individual payment

Use the Actions dropdown on a payment's row for payment-specific actions:

  • Download Receipt — download a PDF receipt for that payment.
  • Resend Receipt — email the receipt to the payer again. This option is grayed out/disabled for manual payments, since manual payments were never auto-emailed a receipt in the first place; it's only enabled for online payments.
  • Unmark Payment — voids a manually-marked payment record (see "Unmark (Reverse) a Manually Marked Payment"). A Refund / Cancel Refund action appears instead on online payments, since those need to be reversed through the payment processor rather than simply unmarked.