Introduction

Plan Managers can download the provider invoice history linked to a participant's plan record. This feature allows for the export of all provider invoices, regardless of status. To download the invoices, click the "Export Invoice List to CSV" icon, which is highlighted below.

Export Invoice CSV

The structure of the plan invoices.csv file is presented below. The plan invoice export file number will be identified as planinvoices_plan record number__YYYYMMDD.csv (planinvoices_3__20250708.csv).

`Column Name`	`Comments`

`Column Name`	`Comments`
`Client`	`Name of the participant registered to the invoice.`
`Service Provider`	`Name of provider registered to the invoice.`
`Supplier Invoice Date`	`Date of the suppliers invoice`
`Supplier Invoice Number`	`Suppliers invoice number`
`Total Amount`	`$value of the supplier invoice`
`Total Hours`	`Hours associated with the supplier invoice`
`Status`	`Invoice status prior to or after claim submission`
`Remittance Sent`	`Invoice remittance has been sent, either yes/no`
`Remittance Sent date`	`Date the provider remittance was sent if applicable`
`Created On`	`Invoice record creation date`
`Created By`	`Name of individual who created the invoice record`
`Name`	`Concatenated value of client + supplier invoice # + supplier name + invoice date`
`Payment Amount Received`	`Amount receipted on invoice claim`
`Batch`	`Batch name associated with the invoice.`

Export Invoices

Introduction

Export Invoice CSV