Exporting installment invoices data is available on the Lite plan and above.
Exporting across All Campaigns is available on the Plus plan and above.
To export the installment invoices data from CauseVox, follow the steps below:
Step 1: Under Manage, select the campaign using the dropdown at the top. Select Installment Invoices from the left navigation and Export on the right.
Step 2: Select All Dates, or a custom date range in UTC time, as well as the file format to download as a CSV or Excel file and select Download.
Installment Invoices Data
The installment invoices export includes the following fields:
Invoice ID
Amount Due
Due At (Date/Time)
Amount Paid
Paid At (Date/Time)
Total Pledge (Gross)
Donor Display Name
Donor First Name
Donor Last Name
Donor Email
Status
Campaign Title
To view your installment invoices data with filters, follow the steps below:
Step 1: Select Filter at the top.
Step 2: Apply any of the following filters and select Apply Filter:
Status: Paid or Unpaid
Date Range: All Dates, Date Before, Date After or Custom Date Range in UTC time
