It is possible to send the details of invoices created in ShiftCare to your accounting software to monitor and reconcile invoice payments.
At the bottom of the Invoice List page, you'll find a download button. Clicking this will provide the list of available file formats.
Clicking on the CSV option will begin the process of compiling the list of invoices into a download. Once this process is complete, you'll get a notification at the top of page.
The CSV invoice file will provide the top level invoice details which your accounting software can use to keep track of payments.
The invoice number can then be used to locate the full details, line item descriptions of the date, duration and price of the services, of the invoices in ShiftCare.
More commonly Xero and MYOB AccountRight customers email the invoices from that system. If you're using the CSV option as described above (for example, Quickbooks customers), to provide line item breakdown of the invoice, you can email the invoices from ShiftCare individually or automate the emailing of invoices by following these steps.