The Export Invoice screen allows you to view and export for Billing all individual Client Tasks that have been Completed and Confirmed (Paid, Unpaid or Cancelled).
It can be accessed via the Billing Module, as illustrated in the screenshot.
Primarily, only Completed and Confirmed Tasks will appear on this screen. However, there are exceptions to this rule, as outlined below:
Tasks that have been Cancelled will appear in the Export Invoice screen if they have been cancelled using any of the following options:
§ Cancel Visit and Payroll but Send to Billing
§ Cancel Visit but Send to Billing and Payroll
§ Cancel Visit but Send 1/2 to Billing and Payroll
§ Cancel Visit but Send Fixed Amount to Billing and Payroll
You can export these individual Tasks as Excel spreadsheets, CSV files (which can be imported into third party Billing Software Applications) or invoice format rich text files.
The Export Invoice screen itself is broken into three main areas.
1. The Search Area, which appears at the top most section of the screen
2. The Export Area, which allows you to define how these Tasks should be exported
3. The Results Area, which displays all of the Search Results