> For the complete documentation index, see [llms.txt](https://docs.morevy.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.morevy.ai/docs/getting-started/export-your-payments.md).

# Export your payments

Morevy needs one thing to start: a payment history.

Most billing and booking systems call this a payments report, a transaction export, or billing history. You want the version with one row per payment, not a monthly summary.

## What the file must contain

Three columns do the work. They can be named anything.

|              |                                                                                                |
| ------------ | ---------------------------------------------------------------------------------------------- |
| **Who paid** | A name, an email, or a customer ID. Anything that identifies a person or account consistently. |
| **When**     | The date the payment was taken.                                                                |
| **How much** | The amount.                                                                                    |

Everything else is a bonus. If your export also has a plan name, a location, a staff member, or a payment status, Morevy can break the close down by any of them later.

## How far back to go

Export as much history as your system will give you.

A single month tells you what happened. Two years tells you whether it is normal. Morevy uses the earlier months to work out what a typical customer looks like and to compare this month against the last three.

{% hint style="info" %}
A long export costs you nothing. Morevy only closes the month you ask for, and it tells you the full range of dates it found in your file.
{% endhint %}

## Uploading it

Drop the file into the message box, or use the attach button. Morevy reads the columns and tells you what it found before anything is computed:

> I've read **payments\_export.csv**, 7,497 rows, covering Nov 2021 through Mar 2026 (53 months).
>
> The most recent month I can close is Mar 2026.

If that range looks wrong, it usually means the export was filtered. Pull it again without a date filter.

## What happens next

Morevy asks you three questions about the file. They take about a minute, they are saved, and you will not be asked again unless something changes.


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