How do I export CSVs for payment reconciliation (Seller's Advice etc.)?

Navigate to the dashboard, filter out the date range you want, check the "Completed" payment status, and export as CSV

 

Step 1: Login to the Tazapay Dashboard and navigate to Transactions. It should show you a full list of transactions:

Tazapay Dashboard - Transactions-1

 

Step 2: Filter the transactions to the specific date range and other parameters that you may like.

Filters

Step 3: Click on the download button> With current filters applied. This would allow the CSV generated to have the filters applied for reconciliation.

Filters Applied

Step 4: There will be a toast on the top of the page indicating that the download is being prepared. Once the report is ready for viewing, you can either:

a. Click on "view" on the green toast.

b. Click on "Reports" tab on the left panel.

Report ready for download

 

Step 5: You will be directed to the Reports page. Find the report that you would like to download and click on the download button.
Your CSV will be downloaded automatically.

Download Report-1