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DocsBillingReports and exports

Reports and exports

Issued value, collections, refunds, outstanding balances and CSV exports.

For psychologistsUpdated September 19, 20261 min read
  • What is reported
  • Exporting

On this page

  • Reports
  • Exporting

Reports

Billing reports
  • Issued value and net collections
  • Refunds, reversals and write-offs
  • Outstanding balances and uninvoiced work
  • Payer claims and variances

Exporting

Every report exports to a formula-safe CSV with a manifest, ready to hand to an accountant.

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On this page

  • Reports
  • Exporting

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