Overview
Custom billing export provides a smoother integration with other billing systems by allowing you to more seamlessly transfer billing data to your other SISs. This article provides info on how to request a custom billing import to be added to your site as well as how to run an export with a custom billing export.
Who can access this feature?
Admin Account Types: Admin and System Admin
Permissions: Data
In this Article
About Custom Billing Exports
Custom billing exports, export Billing Item Amounts, the individual amounts on the ledger that contain billing categories and billing contacts, as well as related data.
Unlike our other exports, Custom Billing Exports do not use a saved search to run. Once the team set up your export, you'll be able to run it with a few, simple clicks from your Data Export page. Read more within the Running Custom Billing Exports section.
Requesting Custom Billing Exports
To request a Custom Billing Export, please connect with our support team. Here is an outline of the process:
- Reach out to our Support team to initiate your request.
- The team will ask you a few questions to determine how to set up your Custom Billing Export so that it best fits your needs.
- Once you receive confirmation that the export has been set up, you'll have the chance to take a look and let us know if you'd like any adjustments to it.
Running Custom Billing Exports
Here's a breakdown of running your Custom Billing Export:
- Navigate to the Data Export page under Settings > Fields and Data > Data Export. (Only Admins and System Admins with Data permissions have access to this page).
- Select Run an Export. You will see this pop-up:
- In the Export Configuration dropdown, select the name of your Billing Export. It may be named Billing Export, or something more specific.
- Set the Date Type. (You can choose to export based on when charges were billed on, created on, or the Payout Arrival Date)
- Set the Date Range. (You'll have a variety of date ranges to choose from in the drop-down.)
- Select Export.
Once the Export has finished running, you will be able to view and download it.
Comments
0 comments
Article is closed for comments.