How to Export Payments

The Payment Management module allows you to export your payments electronically via a text file or XMLport.

To export payments

  1. Choose the Search for Page or Report icon, enter Payment Slip Setup, and then choose the relevant link.
  2. On the Payment Class page, select a payment class, and then choose the Steps action.
  3. On the Payment Step page, fill in the Name field.
  4. Choose the Edit action to open.
  5. On the Payment Step Card page, fill in the fields.
  6. In the Action Type field, select the File option, and then in the Export Type field, select the Report or the XMLport action.
  7. In the Export No. field, specify the object that will export the payments.

The next time you make a payment that is based on this payment step, the payments will be exported to a file as specified.

See Also

Set Up Payment Classes
Set Up Payment Steps


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