The Export Order Payments screen allows you to export your order payment data for accounting and reporting purposes. You can easily export your order payment data to either a CSV/Excel file or to MYOB.
CSV (comma-separated values) files store tabular data such as spreadsheets, lists, or databases. The format is widely used as a fallback format by most applications as it is always in plain text, using basic characters with simple formatting. If you use an accounting package other than MYOB, choose CSV.
MYOB, which stands for Mind Your Own Business, is a corporation that provides tax, accounting, and other services to businesses. You can export orders from DecoNetwork directly into your MYOB accounting package.
Prerequisites
- You must have administrator access to use this feature
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To export your order payments:
- Log into your DecoNetwork Website.
- Browse to Admin > Reports.
- Click on Export Order Payments from the sub-menu.
- Configure your export settings if you have not already done so. (See the section below for specific instructions on how to configure your export settings)
- Choose the format you want to export to:
The Export Order Payment History page will be displayed, where you will see a list of all previous exports of order payments.
- Select Create Export.
- Select an export method:
- Choose 'Export New Payments' to create an export history of all the new order payments made since your last export.
- Choose 'Export order payments between a date range' to create an export of all the order payments made between a specific date range.
- Click Save to save the changes. The server will then process your request and download the file to your system. The report will also be available to download or view via the Order Summary button.
To configure your export order payment settings:
- Click on Settings.
- Configure the settings.
- This Filter setting lets you choose which payments you want to be exported:
- Only payments for orders already exported (Date Invoiced): This option exports only payments for orders that you have already exported.
- All Payments: This option exports payments for all orders.
- This Filter setting lets you choose whether you want payments for canceled orders to be exported.
- Export Order Payment Columns setting lets you select which data points are exported during a CSV line item export.
- Click on Select Order Payment Summary Columns to select the columns to be exported.
- Click Save once you have selected the required columns.
- Click on Select Order Payment Summary Columns to select the columns to be exported.
- MYOB Settings lets you specify the customer name and deposit account number order payment data will be exported against in MYOB.
- Customer Name: this is the name against which all order payments will be exported (All orders must be exported against a single existing customer in MYOB).
- Deposit Account Number: this is the number of the account into which all order payments will be deposited.
- This Filter setting lets you choose which payments you want to be exported:
- Click Save.
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