You can export the line item history of a payment application record to a CSV or Microsoft Excel file.
To export payment application line item history information
- Open a payment application record from the log. Be sure the record is in view mode.
- Click the Line Item History button. The Line Item History window opens.
Note: This option is also available in Classic view, labeled Line Item History Classic.
- Click the Print button and choose how to export (Print, Export To CSV, or Export To Excel). Depending on your browser, the file may download automatically to your computer or prompt you to choose a location to save the file.
- Click Save and specify the file name and location to which to save a copy of the CSV or Excel file.