Using Nookal

Learn how Nookal works throughout your day and across your clinic.

Exporting Invoices in Bulk

This article explains how to export invoices in bulk. It is possible to export unpaid invoices in bulk, export invoices for a specific Third-Party Payer or export all invoices for a specific Client.

There are different options available:

  • Printing a list of invoices
  • Downloading the report as a CSV file
  • Downloading invoices in PDF files in a zip folder

Generating Unpaid Invoices List

1. Head to Manage. 

2. Click on Invoices under Administration.

3. Select the appropriate Location (if applicable).

4. Set the date range for invoices.

5. Click Generate.

A list with all Unpaid Invoices meeting the selected criteria will be displayed. Quickly sort the Invoices per Payer or per Client by clicking Third Party or Client at the top of the columns.

Export 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 or export as a CSV, the list of all Invoices.

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 for a Third-Party Payer

1. Follow steps 1-4 above.

2. Choose the Payer Type from the dropdown 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.

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 or export the list of invoices in as CSV file.

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.

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 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 or export the list of invoices in as CSV file.

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.

Help Centre

Looking for Answers?

All that is gold does not glitter, but Helga's here to help those that may be lost.