Please note a video walk through can be found Here
Visit the Payments tab in the dashboard on the left side of the page . Each billed session will be listed.
To download receipts for past sessions, click the Download icon next to the appropriate session. To download a full history, click the green “Billed session CSV” button
As an Admin:
- Click on Org management (The owner will need to switch over to manage practice)
- Click the billing icon
- From the new window click on the Download as CSV button
This will download a CSV file that you can then open in excel to read and go over any transactions.