Export your data (CSV)
Pull a full ledger of invoices, EOBs, and reimbursements as CSV.
From Settings → Export data, generate a CSV of every invoice, line item, EOB, and reimbursement on the active pet. The file is yours — Heel doesn't hold anything back.
What's in the CSV
- Invoice date, vet, total, status
- Every line item with its category, price, and eligibility
- Matched EOB number and reimbursement amount
- Any notes you added on the invoice or line items
Need a different format? Email support@tryheel.com — we'll work with you on it.
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