Use the Financial report download to export a full list of invoices (including their status) for a specific accounting period, such as April to April.

Steps

1. Open Reports

   • From the top menu bar, click Reports.

2. Go to Financial

   • In the Reports area, click the Financial button.

3. Select your date range

   • On the right hand side, find the Select Dates column.

   • Use Select Date to choose your required period.

     • Example: for an April to April year, select 1 April to 31 March (or 1 April to 1 April, depending on how you define your year end).

4. Download the report

   • Click Download.

   • The system will download a file containing all invoices and their status for the selected period.
     
     
     

What you will get

• A downloadable summary of invoices issued during the chosen date range

• The status of each invoice (for example paid, unpaid, cancelled, or similar, depending on your setup)

Common checks if your download looks wrong

• Confirm the start and end dates match your accounting period.

• If you expected more invoices, widen the date range and retry the download.
  

• Note if you are a doctor in a clinic your clinic manager will need to do this for you.