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Exporting Invoices in Bulk

Sam Written by Sam
... on a magical May day.


📖 In This Article

Generating Unpaid Invoices List
Export Invoices
Exporting Unpaid Invoices for a Third Party Payer
Exporting All Invoices for a Specific Client


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 as PDF files in a zip folder

Generating Unpaid Invoices List

1

Head to Manage.

2

Click on Bulk Invoicing under Administration.

3

Select the appropriate Location (if applicable).

4

Select the Invoice Type which is the Payer of the invoice.

5

Select Unpaid Invoices for the payment status.

6

Select the Delivery status as applicable. Choose from either All Invoices, Sent Invoices, or Unsent Invoices.

7

Select the Date Range for invoices by using either the Date Picker or Presets that can be accessed via the three vertical dots.

8

Click Generate.

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

Export Invoices

9

Select the Invoices to download by using checkboxes on the left of each invoice.

10

Click Download Invoices.

When using the Download Invoices feature, Client Names will be removed from invoices by default. To Show Client Names toggle this to Yes before clicking the Download icon.

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 from the Exported Data section.

 

It is also possible to Print or Export the list of invoices as a CSV.

  • Click Print to print the list of generated invoices.

  • Click Download Report to export the list of generated invoices in CSV format.

Exporting Unpaid Invoices for a Third Party Payer

1

Follow steps 1-3 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 heading.

3

Select Unpaid Invoices for the payment status.

4

Select the Delivery status as applicable. Choose from either All Invoices, Sent Invoices, or Unsent Invoices.

5

Select the Date Range for invoices by using either the Date Picker or Presets that can be accessed via the three vertical dots.

6

Click Generate.

7

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.

When using the Download Invoices feature, Client Names will be removed from invoices by default. To Show Client Names toggle this to Yes before clicking the Download icon.

It is also possible to Print or Export the list of invoices as a CSV.

  • Click Print to print the list of generated invoices.

  • Click Download Report to export the list of generated invoices in CSV format.

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 to Active Invoices.

3

Select the Delivery status as applicable. Choose from either All Invoices, Sent Invoices, or Unsent Invoices.

4

Select the Date Range for invoices by using either the Date Picker or Presets that can be accessed via the three vertical dots.

5

Click Generate.

6

Type the Client Name in the Search field.

7

Click the top checkbox Deselect All and then select only the Invoices for that client by selecting them with the checkboxes on the left.

8

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.

When using the Download Invoices feature, Client Names will be removed from invoices by default. To Show Client Names toggle this to Yes before clicking the Download icon.

It is also possible to Print or Export the list of invoices as a CSV.

  • Click Print to print the list of generated invoices.

  • Click Download Report to export the list of generated invoices in CSV format.

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.

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