Exporting installment invoices data is available on the Lite plan and above.
To export the installment invoices data from CauseVox, follow the steps below:
Step 1: Under Manage, select Installment Invoices from the left navigation and use the top dropdown to select a specific campaign.
Note: You can export across all campaigns on the Plus plan and above.
Step 2: Select Export in the upper right.
Step 3: Select All dates, or a Custom date range, as well as the preferred file type: CSV or Excel, and select Download.
Installment Invoices Data
The installment invoices export includes the following fields:
Due At (Date/Time)
Paid At (Date/Time)
Total Pledge (Gross)
Donor Display Name
Donor First Name
Donor Last Name
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 (in UTC): All Dates, Date Before, Date After or Custom Date Range
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