While you receive email notifications once a waitlist signup or registration occurs, it's much easier to review and collect all of those payments in one place for accounting purposes. And we make it easy for you to do so, by downloading an accounting-friendly report!
How to access your waitlist and enrollment transactions
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You can now access your financial receipts within the "Payments" section.
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Click "Payments" to load your Payment settings page and then click "History".
- This will open a new page where you can either view all revenue or filter by a specific date by using the calendar option.
- Once you have the specific dates set you can export this by clicking the download icon in the upper-right of the page. This will give you a CSV file that you can open with Google Sheets, Microsoft Excel, etc.
Have any questions or need some help? Reach out to us through the in-platform chat, book a call with our team, or email us at support@kinside.com.