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View and export payment information
View and export payment information

Learn how to view and export your payment information in Funnel.

Georgie O'Neale avatar
Written by Georgie O'Neale
Updated over a week ago

The Payments module in your Funnel lists all payments made via any of your integrated forms.

You can use the table search to find a particular transaction or select to filter to find a targeted data set of interest. Filtering options available include Source Form or transactions made in a particular date range as shown below.

Additionally, you may need to share the payment information with another team member to assist with reconciling payments. To do this simply use the bulk select checkboxes to activate the Export option at the top of your Payments table.

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