Works with Generations
Keep Generations. Collect family payments with CareVieo Pay.
Export your private-pay invoices from Generations as a CSV file and upload them to CareVieo Pay. Families get a secure link to pay by bank or card, and payments post to QuickBooks Online. CareVieo isn’t affiliated with Generations.
Export invoices from Generations
- 1
In Generations, open the invoice or billing report you use for private-pay families (menu names vary by version and setup).
- 2
Choose the billing period.
- 3
Export the report as CSV, or export to Excel and save it as CSV.
- 4
Save the file to your computer. Then upload it to CareVieo Pay under Billing → Import invoices.
Screenshot coming soon
We’ll add a picture of the Generations export screen here.
Upload to CareVieo Pay
In CareVieo Pay, open Billing → Import invoices, choose your file and check the column matches. Save the mapping once; next month a file with the same columns is matched for you. Nothing is sent to families until you review the drafts.