Unable to Download Payments to Excel

Prev Next

Problem

When attempting to download payments to Excel on the Accounting screen, the system displays an error message: Oops... something went wrong. You can go back and try again. If the issue persists, please contact support. This issue can caused by the dates for payments being changed to something incorrect or invalid.

Solution

  1. Go to Accounting > Batch/Export Transactions.

  2. Click the invoice for every selected payment.

  3. Click the pencil icon to edit the payment.

  4. Change the Paid on date to the correct date the payment should have been processed on.

  5. Click Save.

  6. Repeat steps 2-5 for all payments.

  7. Download the payments to Excel.

If you're still receiving an "Oops… something went wrong" error, please contact Technical Support.