Exporting Invoices in Bulk

This article explains how to generate a report and export invoices in bulk. You can use the different Filters and Options to export unpaid invoices only or invoices for specific Third Party Payers or Clients.

Exporting Unpaid Invoices in Bulk

1. Go to Reports.

2. Click Invoices under Administration.

3. Select the appropriate Location (if applicable).

4. Use the From and Until to select a period, Invoices generated during this period will be displayed.

5. Click Generate Report.
This will show you a list of any Unpaid Invoices that meet the criteria you selected. You can easily sort the Invoices per Payer or per Client by clicking Third Party or Client at the top of the column.
6. Select the Invoices you want to dowload in a together in a folder by selecting them with the checkbox on the left.
7. Click Download Invoices. You can also print a list of all the Invoices in the report by clicking Print.
The invoices will be downloaded as a zip file directly on your computer if less than 5 invoices. If downloading more than 5 invoices, they will be queue and available for download once the request has been processed.

Exporting Unpaid Invoices in Bulk for a Third Party Payer

1. Follow steps 1-4 of the first section.

2. Choose the Payer using Type from the dropdown list. The list is divided in 2 sections, Groups or Third Party Insurers so you can select multiple payers or a specific one.

3. Click Generate Report.

4. Click Download Invoices to dowload all of them or select specific invoices with the left checkbox. You can also print a list of all the Invoices in the report by clicking Print.

Exporting Invoices in Bulk for a Specific Client

1. Follow steps 1-4 of the first section.

2. If you wish to export paid and unpaid invoices, set the Status as All.

3. Click Generate Report.

4. Type the Client Name in the Search field.

5. Click Deselect All then select the Invoices you want to dowload in a together in a folder by selecting them with the checkbox on the left.

6. Click Download Invoices.

7. You can 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.