<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>Configuration > Reporting > CSV Templates</strong></p><p><strong>Configuration > Billing > General Settings > Edit CSV Template</strong></p><p><br></p><p><strong>Related Guides:</strong></p><ul><li data-pasted="true"><a href="https://usehalo.com/halopsa/guides/2797/" target="_blank" rel="noopener noreferrer"><strong>Integrating with Other Accounts Tools</strong></a></li></ul>
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</style><p><strong><span style="font-size: 14pt;">CSV Templates</span></strong></p><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 15.1713%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 51.4954%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="name">Name</td><td style="width: 15.1713%;">Free Text</td><td style="width: 51.4954%; text-align: left;">The name given to the CSV template</td></tr><tr><td style="width: 33.3333%;" id="type">Type</td><td style="width: 15.1713%;">Single Select</td><td style="width: 51.4954%; text-align: left;">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.</td></tr><tr><td style="width: 33.3333%;" id="groupingtype">Details Table</td><td style="width: 15.1713%;">Field List</td><td style="width: 51.4954%;">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.</td></tr></tbody></table><p><br></p>
