SAH - Co-Contribution Invoice Export to CSV

Overview

Co-contribution invoices can be exported in bulk to a CSV file directly from the invoice table view. This makes it easy to reconcile invoices, share data with your accounts team, or produce reports outside of TurnPoint.

What Is Included in the Export?

The CSV export includes the following fields for each invoice and its line items:

• Invoice Reference
• Client Name
• Client Address
• Client ID
• Accounting System Reference
• Status
• Invoice Date
• Due Date
• Service Date (per line item)
• Service Name (per line item)
• Line Amount (per line item)

The Client ID and Accounting System Reference fields are sourced directly from the client's profile in TurnPoint. These are useful for matching exported invoices against records in your accounting or finance system.

How to Export Co-Contribution Invoices to CSV

Steps to export invoices

1. Navigate to SAH > Co-Contribution
2. Use the filter options to narrow down the invoices you need
3. Select the invoices you want to export using the checkboxes, or select all using the header checkbox
4. Click Export Selected to CSV
5. The CSV file will download to your computer

Tips

• Use the date filters to isolate invoices for a specific billing period before exporting
• You can select individual invoices or use the 'select all' option for bulk exports
• If your accounting system uses a reference code to identify clients, ensure the Accounting System Reference field is populated on each client profile for best results