Month-end arrives and you need a clean list of what customers paid, not a scramble through texts and screenshots. If you take card payments on the go, you should be able to export payment history from iPhone before you open the books.
With AG Pay Links Pro, you can pull Pay By Link history as CSV or PDF straight from the app you already use to create and share links. Your merchant credentials stay on-device; the export is for your records, your accountant, and a calmer close.
Why export payment history from iPhone matters
Mobile merchants rarely sit at a desk when the job finishes. You send a link by WhatsApp or SMS, get a push when it is paid, then move to the next site. At month-end, though, someone still asks for totals, dates, and references.
Logging into a provider portal on a laptop works, until you are in the van with wet boots and a deadline. A month-end payment export on the phone keeps the habit you already have: create the link on iPhone, track it on iPhone, report it from iPhone.
What you get in a Pay By Link CSV export
Pro lets you export payment history as CSV or PDF so you can hand something useful to your bookkeeper (or drop it into your spreadsheet). Use it when you need:
- A date-ordered view of paid and pending links for the period you care about
- Customer and amount detail without retyping from memory
- A PDF snapshot for your files, or CSV for accounting software
Pair that with the customer and payment search in the app once your list grows past a handful of records. Find the job, confirm the status with your provider in-app, then export when you are ready to reconcile.
A simple month-end payment export routine
- Open AG Pay Links and refresh Payments so statuses match your payment provider.
- Skim for anything still pending that you expected to clear.
- Use Pro to export payment history as CSV (for spreadsheets) or PDF (for a tidy attachment).
- File it with your invoice pack, VAT notes, or accountant email, then start the next month clean.
If you also send branded PDF receipts to customers after a payment is paid, keep those separate from the month-end history export. One is for the customer on site; the other is for your records.
Works with the provider you already use
AG Pay Links creates hosted Pay By Link checkouts with the account you already have, including Authipay, Fiserv/Clover UK, Lloyds Cardnet, Tyl by NatWest, and Worldline. You are not moving money through a middle platform. You create the link on iPhone, share it, and keep history where you can find it later.
Free to start, Pro when the books get busy
Download AG Pay Links from the App Store, connect your provider credentials on-device, and send your first link. When month-end reporting becomes part of how you run the business, Pro unlocks CSV and PDF payment history export so you are not stuck waiting for a laptop session.
Ready to close the month from your pocket? Get AG Pay Links and try a payment history export on your next reconcile.