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The Payment Management module allows you to export your payments electronically via a text file or XMLport.
Process to export payments
- Choose the
icon, enter Payment Slip Setup, and then choose the relevant link. - On the Payment Class page, select a payment class, and then choose the Steps action.
- On the Payment Step page, fill in the Name field.
- Choose the Edit action to open.
- On the Payment Step Card page, fill in the fields.
- In the Action Type field, select the File option, and then in the Export Type field, select the Report or the XMLport action.
- In the Export No. field, specify the object that will export the payments.
The next time you make a payment that is based on this payment step, the payments will be exported to a file as specified.