How to export registration and invoicing transactions in TeamSnap for Business
- Navigate to the Financials page at the organization level
- Select the Transactions tab
- Adjust the date filter in the top right corner to display transaction results for the applicable date range
- Payment Date: The day the transaction occurred
Deposit Date: The day in which the organization can expect to see their money in their bank account
Important Note - This is an estimated deposit date. The payment processor (Stripe) sends the payout to the organization’s bank and the bank responds with a success message, but the bank will then process the deposit. Stripe estimates the deposit date based on when the success message was received.
- Add any other filters that might be applicable to the transaction details
- Choose the “Export” option above and to the right of the results table
- The exported CSV file will direct download to the user’s device and include the following columns:
- Payment Date
- Program
- Source - Name of Reg Form or Invoice
- Source Type - Registration or Invoice
- Member(s)
- Status - Paid, Unpaid, Refunded, Partial Refund
- Gross
- Net
- Est Deposit Date