Download Overall Payment Data for a One-Time Charge

Download historical data about payments for an individual One-Time Charge. The CSV file you download is compatible with your favorite spreadsheet program.

  1. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “One-Time Charges” tab.
  3. In the “ONE-TIME CHARGES” window that opens, locate the charge for which you want to download data. Click on the “View Summary” icon (blue magnifying glass) in the Actions column.
  4. In the summary window that opens, set the “Date Range” fields at the top of the window so they show the time period for which you want payment information.
  5. Click on the “One-Time Charge Actions” button and choose “Download Payment Data” to save a copy of the document on your computer.