Hi

I'm looking for some help here from anyone who has success in exporting the following fields to CSV/Excel

- customer name

- customer phone

- invoice number

- invoice amount

I am using a 3rd party payment service provider which generates a payment link if I can upload a file with the fields above. Most of my clients communicate with me via WhatsApp, so I am planning to

1. Do month-end invoicing in QB

2. Run a batch action to generate all open invoices in PDF and have them saved to a folder on my computer

3. Export a CSV with the fields above

4. Build a script that allows me to upload the CSV to the payment service provider's web dashboard, so that the payment links can be generated and appended to the CSV file

5. Build and run a script that creates and sends a templated WhatsApp message to my customers containing their name, invoice amount, invoice number, payment link URL, and do a lookup and retrieval of the PDF invoice from my local folder

Any help around the CSV export is very much appreciated