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Service User name as part of Invoice CSV file

Tim Brigham 2 years ago in Pure CareForIT / Finance updated by Katie 1 year ago 1

A large part of our business is funded by East Riding of Yorkshire Council so they are our main Funder. What we would like to see is that when we generate invoices, the CSV file produced would show the individual service user to import into Sage. Currently the e-mail address is shown here, however we mail our invoices so this is a dead field for us. Could this field be utilised??

This is a real problem for us, time consuming for us to add individual details to every line on the csv. The CSV format should surely be compatible with Sage