Invoice CSV – ExchangeDefender Blog

April 4, 2016

Invoice CSV

Filed under: Development,General,Shockey Monkey — Cody Savage @ 2:44 pm

We’ve recently made some changes to the Invoice System to make things more clear and easier  for our clients who bill their clients individually.  We now have a csv generator for invoices. If you navigate to your company in the support portal then click on the Invoice tab you will find all of your invoices going back to when your services started with us.

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Simply click on the csv next to a specific invoice it will generate a csv for your use that can be opened in Excel. It’s generated to group the categories of service types together.

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This is a cleaner alternative to the old way of copying the invoice from the portal and pasting it into excel that we’ve seen some of our service providers do in the past. Now you can split, subdivide, categorize with ease. If you would like even greater control over individual accounts so they can always exist within their own company, provision accounts directly through your own Shockey Monkey portal.

If you have any questions regarding this feature email me at cody@ownwebnow.com

-Cody Savage