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How to export list of customers who has payment method with auto-collection 'OFF'?

Problem Statement

You want to know how to export list of customers who has payment method with auto-collection 'off'.

Solution

Scope

How to identify if a customer has a payment method present, however, the auto collection is off

I want a report of customers who has the payment method but the auto-collection is not enabled.

Can I filter invoices that are set to not auto close?

Summary

You can download this report using multiple filters by navigating to the Subscription Index page by using the filter Primary Payment method is present and filter Auto collection status is Off/On. You can also download reports from Settings > Import & Export Data > Export Data > Subscriptions.

Solution

  1. Subscription Index page

Navigate from the Subscription Index page and use the below filters.

  1. Filter list > Customer > Primary Payment method > is > present

  2. Add filter > Subscription > Auto Collection > is > Off

Then you can 'Save filter' for future reference. Refer to this link to know more about Advanced Filter Option.

Once done, you can click on 'Export' and click on 'Export as CSV' to download the report.

image

Note

On the recent UI enhancement you On the recent UI enhancement you can now scroll the index pages - Customers, Subscriptions, Invoices, and Credit Notes vertically. Earlier, the pages will be paginated which may prolong your search however with the new enhancement as you scroll down the list it will load all other data in a single page. Refer to this link for more information.

  1. Downloading reports from Export Data:

Export transactions with error codes or error text

Navigate to Settings > Import & Export Data > Export Data > Subscription > Select Criteria to export

  1. Add condition > Customer > Primary Payment method > is > present

  2. Add condition > Subscription > Auto Collection > is > Off/On

image

Once done, you can click Preview for the updated list and click Export to download the report in CSV format.

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