This article will guide you through downloading individual or multiple invoices from the Doctor Portal. Whether you need a single month’s invoice or an entire year’s worth for record reconciliation, follow these steps to quickly access and download your invoices.
For a video tutorial on this process, click here.
How to download invoices
Step 1 - Log into Your Doctor Portal
- Navigate to practice.meetdandy.com to log in to your Doctor Portal
Step 2 - Navigate to the Account Settings menu
- On Portal, navigate to the Account Settings icon located in the upper-right corner of the screen.
- Click the icon to display the Account Settings dropdown menu.
Step 3 - Select the 'Billing' link
- From the dropdown menu, select the 'Billing' link.
- You will be redirected to the Billing page, where all of your invoices are stored.
Step 4 - Select the desired invoice(s)
- Locate the desired invoice by finding the corresponding month & year.
- Check the box next to the desired invoice.
- Note: if downloading multiple invoices into a single, consolidated PDF, select all desired invoices before proceeding to Step #5.
Step 5 - Generate and download the PDF
- Click the 'Download PDF' button.
- The selected invoice(s) will then be available as a PDF for download.
- If multiple invoices were selected, the generated PDF will include all of them as a single, downloadable document.
Frequently asked questions (FAQs)
Q: Can I download all of my invoices from this year as one, single PDF?
A: Yes, you can! On the Billing menu, select all relevant invoices from the year. Once all selected, press the 'Download PDFs' button. A single PDF with all selected invoices will be generated and available for download. Click here for a video tutorial.
Q: I don't see my December 2024 invoice yet. What do I do?
A: Invoices are generated on the 1st of each month. The December 2024 invoice will be available for download by January 1, 2025. For early invoice generation, contact Dandy’s billing support team at cxbilling@meetdandy.com.
Q: How can I access my yearly payment totals?
A: Dandy does not provide yearly payment totals at this time. All payments are listed on individual invoices, which can be downloaded and manually totaled.
Q: Where can I update my payment information on file?
A: Payment methods can be changed under Account Settings > Practice Settings.
- Note: make sure the new method is set as the primary method!
Q: Can I download multiple invoices for multiple locations at once?
A: Yes, this is available, but only if your account is set up with a multi-location contract.
- The 'Primary location' listed on your multi-location contract has access to all invoices for all locations.
- The Primary location's Portal must be used to download each invoice using the same process shown in this article.
- Reach out to your account manager to learn more about setting up multi-location billing for your practices.