Download Invoice Usage

Billing accounts can be configured to generate a usage file for an invoice in CSV (.csv) format. To enable the system to generate the CSV file for usage events, ensure that the Generate Usage Activity Records CSV file system setting (an Invoice system setting) is set to TRUE, which enables Gotransverse to create a .csv file that lists all the individual usage events that were processed for the invoice. Refer to System Settings for more information on how to view or change system settings.

If you know the invoice number, click Invoices in the left pane. Use the Search field to find and select an invoice. Skip to this step. Refer to Search Feature for more information about using the Search feature.

Complete the following steps to download invoice usage:

Select Customer Billing from the Gotransverse application menu .

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customers Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

Customer Summary Window
On the Account Details window, click the Invoices tab.

Account Invoices Tab
Select the invoice to open the Invoice Details window.

Invoice Details Window
On the Invoice Details window, click the Content detail tab. For the invoice you wish to download the usage, click the icon in the Actions column. The file is downloaded to your computer.

Content Detail Tab - Download Icon