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Export Payment Confirmation Data (Excel)

Overview​

You can export payment confirmation data in Excel file format and download it.

Purpose​

The purpose of this feature is to export payment confirmations to Excel to check and organize the payment status by period or buyer.

Because you can filter the export targets by period or buyer, you can efficiently extract the payment confirmation data you want to check and utilize it for internal sharing and operational confirmation.

Feature Description​

What is a Payment Confirmation?​

Payment Confirmation is a document created to clear the billing balance held by the buyer.

What You Can Do with Payment Confirmation Data Export​

With this feature, you can export payment confirmation data in Excel file format and download it.

The export process is performed in the background, and once completed, you can retrieve the file from the download URL in the notification email or from the download screen.

Filtering at Export and Export Contents​

At the time of data export, you specify the target language, period, and buyer to filter the data to be exported.

Also, you can record internal memos regarding the export in Description. The description will be exported to the Excel file.

Instructions​

The data export of payment confirmations is performed in the following flow.

  1. Specify the export conditions and start data export
  2. Download the Excel file

1. Specify the export conditions and start data export​

Go to Data Export Page​

  1. Click the Data Export menu.
  2. Click the Payment Confirmation tab.
  3. Click the Data Export tab.
    *It is open by default.

How to Fill Out the Form​

  1. Target Language
    Select the language of the Excel file to be exported from the pull-down menu.

    You can use the languages enabled in Core Preferences.

  2. Period
    Specify the period to be targeted for data export.

    For Date Filter, select either Confirmed At or Create Time from the pull-down menu.

    Also, enter the start date and end date of the period respectively. Dates can be selected from the calendar.

  3. Email For Notification
    Enter the email address to send the download URL.

  4. Description
    Enter if necessary. The description will be exported to the Excel file.

  5. Check and select the buyers to be targeted for data export.

    • You can filter buyers by entering conditions in Search Buyers.
    • If you want to select all buyers that hit the search conditions, click the Select All button.
    • If you want to uncheck all, click the Remove All Selections button.

Execute Data Export​

Once all items are entered, click the Submit button.
The data export process starts in the background.

Once the process is completed, a download URL will be sent to the configured notification email address.

If you want to download from the screen, proceed to the next step.

2. Download the Excel file​

Go to Downloads Page​

Once the data export process is completed, follow the steps below to download the Excel file.

  1. Click the Data Export menu.
  2. Click the Payment Confirmation tab.
  3. Click the Downloads tab.

Download File​

  1. Click the Update button to check the completion status of the data export process.
    If the process is not completed, the Download button will not be displayed.

  2. Once the process is completed, click the Download button.

    You can download the Excel file (.xlsx).

Important Notes​

Data Export Processing Time and Download​

Because data export is processed in the background, not immediately, the Download button may not be displayed right after opening the screen.

To check whether the file is ready, click Update button on the screen or check the completion email (download URL) sent to the specified notification email address.