I want my invoice in Excel format too, how do I set this up?

First we navigate to “Partner Id”->”Reporting” in the control panel.

In this view we click on the “+” button. In the modal that now opens, we select the template “Monthly Report Invoice + Campaign Management” and the language.

Now we can choose whether we want this report to be sent to us by e-mail after it has been generated or whether we only want it as a download in the control panel.
We select sending by e-mail and enter our e-mail address in the field “E-mail recipient”.
Now we can add further recipients or CC/BCC addresses and then click on “Save”.

The report is ready and will be sent to us monthly.

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matelso optimally connects telephony, chat, email or contact forms. Our intelligent lead management simplifies communication and enables you to achieve better marketing results.
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Call Tracking

MarTech phone call analysis software for companies, agencies & portals to get valuable data from inbound calls.

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