CSV Templates

Configuration > Reporting > CSV Templates

Configuration > Billing > General Settings > Edit CSV Template

Related Guides:

• Integrating with Other Accounts Tools

CSV Templates#

Field	Type	Description
Name	Free Text	The name given to the CSV template
Type	Single Select	Decide how granular the data is: type can be a row for each invoice line, a row for each customer or a row for each invoice.
Details Table	Field List	This tab is used to add the fields that will be visible on the table when printing PDF. Default values can be given, which will populate if there is nothing entered on the specific cell of a table. If the default is left blank then the cell on the printed PDF will also be blank.