More in “Plans and payments”
Plans and payments
How do I export the financial document register?
In Billing, choose a document type and search a number, then select Export register · CSV. The export includes every matching document, not just the loaded page.
Read amounts precisely
Amounts are integer cents with currency in a separate column. Credit notes have negative values. Bank amounts due are shown only for open, issued or overdue proformas. Exporting does not make a payment or change issued documents.
Access and safe handling
Billing-view permission is required in the selected clinic. The export request is audited. The file contains financial identifiers: share it only with authorized people and store it according to your organization’s policy.
Ready to continue?
Open the relevant workspace. Your current role and access still apply.
Related articles
Last updated: 02/11/2026
Was this article helpful?