We need a way to download a client's monthly invoice to Excel. When we open the invoice, we see a list of all daily/per visit transactions included in the invoice, but there is not a way to download this to Excel. If I am missing something, please let me know. We cannot use DE for this as we need to be able to download the charges right after we send/confirm the invoices, and cannot wait 2+ hours for DE to catch up. I've tried all of the accounting exports, and none of them give me what we need. We would utilize this to be able to filter to see the daily/per visit charges based on service code to aid us in calculating credits/discounts.
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