Monthly reporting and payment records are easier to get to the people who need them. A Monthly Billing agent prepares an Excel report, while payment history gives you downloadable receipts for successful payments.
Put the monthly report on a schedule
Choose when the agent runs and the time zone it uses. Each report covers the previous calendar month for its own workspace, with Month, Location, Rate, Phones, and Messages columns plus a sheet explaining the reporting period and calculation. Run agent now prepares a one-time report without turning on the recurring schedule.
Choose where results arrive
Agent notifications have independent Slack, email, and text options. Send the workbook to a configured Slack channel, attach it to an email, or include its download link in a text. Texting, Contact Analysis, and Duplicate Cleanup agents can also send result summaries through their selected channels.
Keep the result when delivery needs attention
The agent retains its completed report and shows notification outcomes separately. A problem with one destination does not discard the workbook or prevent the other selected methods from being attempted. Your team can inspect the result before deciding whether another delivery is needed.
Download a receipt when you need it
Authorized workspace users can download a PDF receipt from a successful payment in Billing. The receipt uses the saved payment record, including the date, amount, description, and available masked card details. It provides a payment record for your files; the monthly usage workbook remains a separate report.