To help simplify your business accounting, you have the option of downloading a full record of payments that you've requested and received with Plastiq Accept.
A payment report is available when your account has at least one payment with an In Progress status. To do so, visit the Request area of your account.
Exporting Your Payment History
- Click the Export icon (located next to the + in the Requests area).
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- Select a start and end date for this report. When you export your payment history, it will display information for payments that fall within that date range.
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- You can also specify if the report should display information about payments that are In Progress, Complete, or both. Click Export .csv when ready.
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- You're all set! Your browser will download this payment report as a CSV file.
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