x
Highlighted

Add Payment Method column to Invoices export

I would like to view my paid invoices for a certain time period, including payment method. Is it possible to add a Payment Method column to my invoices export?

Message 1 of 3
167 Views
1 Best Answer

Accepted Solutions
Highlighted
Admin

Re: Add Payment Method column to Invoices export

Best Answer

Hey @SouthridgeJamCo - Although I see the benefit of including a column for payment methods, I'm afraid it's not doable with an Invoices Export. 

 

You'll need to grab those details from a Transactions Export. To refine your report to only show invoices, use the All Sources filter at the top of the report and select Invoices

 

I hope this helps! 

Justin
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.

View Best Answer >

Message 2 of 3
157 Views
2 REPLIES 2
Highlighted
Admin

Re: Add Payment Method column to Invoices export

Best Answer

Hey @SouthridgeJamCo - Although I see the benefit of including a column for payment methods, I'm afraid it's not doable with an Invoices Export. 

 

You'll need to grab those details from a Transactions Export. To refine your report to only show invoices, use the All Sources filter at the top of the report and select Invoices

 

I hope this helps! 

Justin
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.

View Best Answer >

Message 2 of 3
158 Views
Highlighted

Re: Add Payment Method column to Invoices export

That's helpful @JustinC , thanks! 

Message 3 of 3
145 Views