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Export Income / Payment data
Export Income / Payment data

How to export your Income and Payment from Pocket PA whether its from an appointment or a sale

Caro Syson avatar
Written by Caro Syson
Updated over a week ago

You can export your Income/Payment data for any particular date range in different formats: in excel, PDF and CSV.
Go to the Income Screen

  • Start by selecting the TO and FROM dates that you wish to export the information for (e.g. week, month or custom dates, etc.)

  • Next click on the format you need to export.

  • That information will be downloaded to your computer or mobile phone where you can then open it and check and sort the information.
    ​PROTIP: PDF files are not editable or sortable and just look good for printing and record-keeping! So if you want to sort through your information and move columns etc, we suggest you download it in excel or CSV.

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