Export Invoice and Payment Data
Exporting your billing data gives you a complete record of invoices and payments for accounting, tax reporting, insurance reconciliation, and practice analytics.
How to Export Billing Data
- Go to the Billing section on the navigation pane.
- Click Export or Download.
- Select the date range for the export.
- Choose the file format (CSV or PDF, depending on your needs).
- Click Export to download the file.
What Is Included in the Export
- Invoice numbers, dates, and amounts
- Client names and service descriptions
- Payment status (paid, outstanding, overdue)
- Payment method and transaction dates
- Applied credits and refunds
Tips
- Export monthly for reconciliation with your accounting software.
- Use date-range filters to pull data for specific reporting periods or insurance audits.