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Export Billing Data

Download usage data for invoicing and accounting.
Time: ~5 minutes
Difficulty: Beginner
Prerequisites: DIRECT or RESELLER account with billing access

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What You’ll Get

  • CSV or PDF export of usage data
  • Per-agent breakdown
  • Date range filtering
1

Navigate to Billing

Click Billing in the main navigation.
2

Select Date Range

Choose:
  • This month — Current billing cycle
  • Last month — Previous complete cycle
  • Custom — Any date range
3

Choose Format

  • CSV — For spreadsheets and accounting software
  • PDF — For records and client invoices
4

Download

Click Export. File downloads immediately.

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CSV Columns

ColumnDescription
DateCall date
AgentAgent name
MinutesCall duration
ChannelPhone
CostPer-minute × minutes

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For Resellers

Additional options:
  • Export by client (managed account)
  • Aggregate across all clients
  • Custom date ranges for billing cycles
1

Go to Reseller Portal

Click Reseller Portal → Billing
2

Select Clients

Choose all clients or specific ones.
3

Export

Download CSV or PDF for invoicing.

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Importing to Accounting Software

Import CSV as a journal entry or create invoices from the data.
Upload CSV to create bill or sales invoice.
Open CSV directly. Create pivot tables for analysis.

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What’s Next?

Understanding Usage

Monitor usage in real-time

Client Billing

Set up client invoicing