Hi
We host about 100 web sites.
Some of the clients pay for their hosting via debit order.
To facilitate this, we prepare a CSV file containing the client's domain, company name, banking details and amount due.
We are starting to use ZOHO Projects, CRM, Books and Invoices.
Ideally I would like to store the information in one of these, and export the data each month.
I don't mind if I have to filter the CSV and remove irrelevant data.
Can anyone suggest how I store this data and export the csv?
Thanks
Brendon