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