How to Download Payment History (For School Admins)
Follow these steps to export your payment history from Onespot Billing.
Step-by-Step: Export Payment History
Step 1: Access Billing
- In your Administrative Superpowers โก, go to the Billing - payments, invoices, subscriptions.
Step 2: View Payment History
- In the Billing dashboard, click View Payment History (under the โPayments Receivedโ card)
Step 3: View All Payments / Export
- On the Payment History page, click Export All (top right)
Step 4: Open the File
- Once exported, your payment history will download as an Excel (.xlsx) file. Open the file to immediately view, sort, and edit your data as needed.
Whatโs Included in the Export
The downloaded file includes detailed columns such as:
- Date
- Customer
- Description
- Amount
- Discounts
- Status
- Invoice Number
- Child
- Line Items
Optional: Filter Your Data (Example: by Product / Description)
Once you open the exported file, you can immediately filter it to find specific items.
Steps to Apply a Filter
- Open the exported Excel file
- Go to the column you want to filter (example: Description)
- Click the dropdown arrow in the column header
- Select Quick Filterโฆ
- In the filter window:
Use the search bar, or
Check/uncheck the items (descriptions) you want to include
- Click outside the filter window to apply
Youโll now see only the filtered results.
Example
- Select โ1 ร Tuition (at $1,000.00 / month)โ
- Only rows with that item will remain visible
Optional: Get Total After Filtering
- Look at the Amount column
- Use a sum formula if needed (e.g.,
=SUM(E:E))
Frequently Asked Questions
How do I run a report for a specific product I billed?
Download your payment history, then use the Quick Filter on the Description or Line Items column to filter by that product. You can then sum the Amount column to get the total.
Can I filter payments by product inside Onespot?
Not yet. Filtering by product is done after exporting your payment history into Excel.