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A preview of the export file will be shown. To download, press Confirm. All exports can be downloaded from the Files section on the Batch record.
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Please note: If data is missing for Participants in the CSV file, please ensure that the following fields have been configured correctly: Category on the Opportunity record needs to have a value. If Category = null OR Private Care, then the Reference No will not show the Participant's NDIS Number.
The Work Order Line Item record must have a related Agreement Item record The Work Order Line Item Status = Completed to generate an Invoice Line Item
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