Skip to main content

Direct debit collection

Feature Requesteymanage

Would like some sort of csv that can be downloaded for all payments sent for dd collection whether that is on the payments / eypay page or the invoices page where you process from. I really need to see who and how much we have processed.

Posted by Karen Welsh ·
Status: Already available3 comments

Log in to comment and vote

Comments3

  • Karen Welsh

    •

    Sep 24

    Hi, it is now the following day after processing and there is still no report I can find on the dashboard showing what I have collected or due in.

  • Karen Welsh

    •

    Sep 23

    thanks, everyone keeps saying this - but it doesn’t give me the option of downloading any report for payments I have sent for processing today! I can only get reports for payments that have already been charged or settled. I need a report of what i have sent to be collected. I have currently copied and pasted from the invoice collection page (see attd)

    Oct fees 25th collection.xlsx

    14.4 KB• Spreadsheet

  • Product Team

    Team•

    Sep 23

    Good Afternoon, thank you for your suggestion!

    You can get this from the export on the payment dashboard. Here you can use the filters to filter the payments by direct debit and then this can be exported as a csv

  • Linked to EYPAY - Direct Debit Actions