SMBcrm Enhances CSV Export With Detailed Invoice Line Items in Update

Joining the Balance Sheets: Introducing Detailed Invoice Line Items in CSV Export!

Ever felt muddled trying to sort out the details from invoices for accounting purposes? Well, say goodbye to those issues! At SMBcrm, we understand the importance of clear, detail-oriented financial data for businesses. That’s why we’re thrilled to announce an update to our CSV export feature in Payments.

Why This Update Matters

This latest product enhancement offers business users a detailed breakdown of the invoice line items in each invoice upon export. You can now access comprehensive line item details – including item name, item description, tax on item, discount on item, itemId, and currency – right from your exported data files.

Being privy to such line item details in your invoices is crucial from a reporting and accounting perspective. It not only simplifies financial analysis but also facilitates creation of precise reports based on the line items mentioned in the invoices. This level of granularity puts you in the driver’s seat for maintaining more detailed financial records and gives you insight for making savvy business decisions.

How to Use This Feature

Availing this feature is simple, here is a step-by-step guide to help:

  1. Go to the ‘Payments Tab’
  2. Select ‘Invoices’
  3. Click on the ‘Export Button’

After completing these steps, you’ll soon receive an email with a link to your CSV export. Now, you have access to all invoice line item details in a concise and easy format!

We at SMBcrm constantly strive to enhance our features to improve usability and support your business operations. Check out the other updates we’ve rolled out recently on our Product Updates page, in case you missed anything.

In case you missed it: Boost Your Online Store’s Efficiency With New Abandoned Cart Tracking Update was our previous announcement filled with useful tools to increase your online store’s performance.