Exporting Invoices in Bulk

This article explains how to export invoices in bulk.

Follow the steps below to export unpaid invoices in bulk, export invoices for a specific Third-Party Payer or export all invoices for a specific Client.


Generating Unpaid Invoices Report

1. Go to Reports.


2. Click Invoices under Administration.

3. Select the appropriate Location (if applicable).

4. Use the From and Until fields to select the appropriate time period. Only invoices generated during this period will be displayed in the report.

5. Click Generate Report.

This will display a list of any Unpaid Invoices that meet the criteria selected. It is easy to sort the Invoices per Payer or per Client by clicking Third Party or Client at the top of the column.


Export the Invoices

6. Select the Invoices to download by selecting them with the checkboxes on the left.

7. Click Download Invoices. It is also possible to print a list of all the Invoices in the report by clicking Print.

If there are less than 5 invoices selected, these will be downloaded as a zip file. If downloading more than 5 invoices, they will be queued and available for download shortly.


Exporting Unpaid Invoices in Bulk for a Third-Party Payer

1. Follow steps 1-4 above.

2. Choose the Payer using Type from the drop-down list. The list is divided into 2 sections, Invoice Groups or Third Party Insurers. If generating a report for a single Third-Party Payer, select them from underneath Third-Party Insurers.

3. Click Generate Report.

4. Click Download Invoices to download all of the invoices, or select specific invoices with the checkbox available on the left-hand side of each invoice. It is also possible to print a list of all the Invoices in the report by clicking Print.

 


Exporting All Invoices for a Specific Client

1. Follow steps 1-4 from the first section of this article.

2. If exporting paid and unpaid invoices, set the Status as All Active Invoices.

3. Click Generate Report.

4. Type the Client Name in the Search field.

 

5. Click Deselect All and then select the Invoices to download by selecting them with the checkboxes on the left.

6. Click Download Invoices.

It is possible to download multiple sets of invoices from the same report. Just untick the previous invoices > search for a different Client >  select new invoices and click Download Invoices again.
Categories