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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.

3. Click Export.

4. Click Ok.

  • Zendesk Designer.5.log-1117815581.zip10 KB

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  • Searching Billing Review
  • Using Navigate to: on the Billing Review Screen
  • Setting a Visit Status From Billing Review
  • Creating an Invoice
  • Changing an Invoice Status from Billing Review
  • Searching for an Invoice
  • Adding Supplemental Codes to an Invoice
  • Removing Supplemental Codes from an Invoice
  • Posting a Payment
  • Voiding a Payment

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