How To Invoice Users

When ready to invoice your users, please follow these steps to obtain the necessary data.

Note 1: Invoicing users is the responsibility of each provider.  This article shows you how to acquire the data necessary for invoicing, but how to invoice the users is at the discretion of the provider. 

Note 2: Custom CRM integrations are on the development roadmap, however the functionality is not currently available. This article represents a temporary solution.

Via the API:

1. Navigate to your API endpoints, and login:

2. Navigate to the 'List Transactions' API endpoint, populate the start and end dates, and press Execute:

3. Parse the API response for the transaction data you need:

Note: The response can be downloaded or copied to another program.  The API endpoint can also called externally from a program such as Postman.

Via the Front-End:

1. Login to your Provider Console (Ops Center), and navigate to the Archive → Fulfilled page.

e.g. https://vandelay.terrastream.space

2. Filter the data to your desired time period:

3. Select each order individually, and click the 'Download' button, to download a CSV file with the order's information

4. Open the CSV, and extract the necessary information for invoicing: