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

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