Download Customer Reports

To download relevant Transaction data in a CSV format:

  1. Go to Customers > History > click on All Filtered Items or Just This Page.

Download either a single page with 10, 25, 50 or 100 rows or all filtered items based on one or more of the criteria below (including a full match of the filtered information):

  • Name
  • Full email 
  • Reference 
  • Company Name 
  • Payment Service 

Note: Reconciliation discrepancy Paydock uses ISO 4217 standards to truncate transactions in all currencies to 2 digits after the decimal, without any rounding, e.g.30.895 is truncated by us to 30.89.

Note: If the Download buttons are not working, allow pop-ups for Paydock's URL (https://app-sandbox.paydock.com/ or https://app.paydock.com/ ) in the browser.