How To Export Installment Invoices Data (Legacy)
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a week ago

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:

  • 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 E-mail

  • 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 (in UTC): All Dates, Date Before, Date After or Custom Date Range

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