Exporting an Invoice

Exporting an Invoice

To export an invoice:

1. Navigate to the Billing Export screen.

Main Menu > Billing > Export

2. Use the filters to locate the invoice(s) to be exported.

Note:

Leaving the Date From field blank displays all previously invoiced visits that have not yet been exported.

3. Click Export.

4. Click Ok.

Note:

Items that previously displayed as “Billable” should now display as “Bill Sent”.

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