Export Recurring Payments

Export your recurring payment plans to a CSV file.

Export the Plans

1. Click Lists → Recurring Payments.
2. Apply search filters if needed.
3. Click Search.
4. Click the Export to CSV dropdown.
5. Select to Export All Recurring Payments or to Export Search Results.

Export Headers

• Practitioner
• Client
• Client ID
• Client Email
• Start date
• Plan name
• Frequency
• Status
• Amount per installment
• Next Charge Date/Time
• Intervals
• Date Canceled