How to Download Your Invoice Activity Report (support)

  • Updated

Let's review how to download the report showing exactly which patients were charged for during the invoice's service period.

 

1 - Navigate to your secure portal link. This can be found in any automated email received with any Kipu invoice (as shown below).

    Pic - Email - Portal Link.png               

2 - Click on the blue invoice number.

 

Pic - Invoice Number.png 

3 - Click the Documents tab on the right-hand side

 

 

4 - Click the arrow icon to download the CSV/excel report.

 

 

5 - Open the report from your Downloads folder.

 

Pic - Opening report.png

Was this article helpful?

2 out of 2 found this helpful

Comments

0 comments

Article is closed for comments.