Download your payments or quotes as a spreadsheet
Download the payments received or quotes sent in any Reports range as a CSV file that opens in Excel or Google Sheets.
- Where
- Reports
- Who can do this
- The account owner, and people with the View reports permission
Reports can download the payments or quotes behind the range you're looking at as a CSV file.
- Step 1: Open Reports from the main menu.
- Step 2: Pick a range, or fill in your own dates and click Apply.
- Step 3: For payments, click Payments CSV at the top of the Revenue section. For quotes, click Quotes CSV at the top of the Quotes section.
- Step 4: Open the file in Excel, Google Sheets or Numbers. Its name has the type and the dates, like payments-2026-09-01-to-2026-09-30.csv.
What's in each file
- Payments: one row per payment in the range, with the date, amount, method, status, invoice number, customer and reference.
- Quotes: one row per quote sent in the range, with the date sent, quote number, customer, status, total and the date it was approved.
Good to know: The payments file lists every payment in the range whatever its status, including pending and failed ones. The Collected number in Reports only counts payments that succeeded, so filter the status column to succeeded to match it. Refunds you give in your Stripe dashboard aren't recorded in MakeHay, so a refunded payment still shows as succeeded here and in Collected.
Tip: If you hid Revenue or Quotes with Customize, turn it back on to get its download link.