Export your billing data to a CSV file for reporting and record-keeping outside Carepatron.
To export invoice and payment data:
Go to Billing.
Choose a tab: Invoices, Claims, Payments.
Click Export in the top right.
Select the issue date, due date range, status, and staff.
Set the timezone.
Check Include line items for an itemized report.
Click Save.
Note: The downloaded file will be in CSV format.
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