Articles on: Payments & Donation Box

Export monthly overview of payments

This article shows you how to export transfer data in the ChurchDesk payments & giving. You will learn how to download lists of upcoming payments and reports on recent payments - including the monthly invoice for the payment service used.


You can export the following data in the donation module:
Upcoming transfers
Recent transfers



Export of upcoming transfers



The upcoming transfers show which amounts from your municipality will be transferred in the next transfer. You can export the list in table format (CSV, Excel).

The export contains the following information, among others:
Date
Amount
Fee
Differentiation of donations/payments
Name of payment method (e.g. terminal)
Project name

You can also download the monthly invoice for the use of the payment service for your accounting in PDF format here.



Export of recent transfers



The recent transfers provide you with a monthly overview of the payments received in the respective month and subsequently transferred to your account. You can download these monthly overviews as a report in spreadsheet format (Excel). Both the current month and all previous months are available for download.

The export contains the following content in individual spreadsheets:
Overview with summary by project
Individual items of all payments
Individual items of all repayments
Individual items per project

Updated on: 30/05/2025

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