Export agency billing data

Why use this

You export a CSV with markup applied so you can invoice clients without recalculating anything.

Benefits:

• Generates invoice-ready line items per tenant
• Applies your reseller markup automatically
• Removes spreadsheet errors from manual billing

Who this is for: Agency. Time to complete: ~3 minutes. You''ll need: Reseller markup configured.

Outcome

A CSV with per-tenant usage, your markup, and the line items ready to invoice.

Steps

1. Open /agency.
2. Click Billing.
3. Pick a billing period.
4. Export CSV.

Variations

• Send straight to QuickBooks if connected.

What can go wrong

• Markup empty: configure at /agency/settings first.

Related

• workflow-agency-set-markup, help-agency.