This article is most relevant to billers or those who may be helping their organization with billing
Introduction
Printing/downloading invoices in Motivity is a simple process that will allow you to easily get access to the files you need
Prerequisites
To use this feature, the access to the Billing Module must be turned on, as well as the different printing options under "Posted Invoices"
How to Print Invoices
-Printing invoices can be done through the "Posted Invoices" Module
To navigate there:
-Hover over the Motivity icon on top left corner and click on the billing menu to access this page 
-Then click the third category on the left called "Posted Invoices"
-You can also land on this page view by clicking on the ‘post’ button on Un-posted batches page
Step-By-Step
-To print an individual invoice, click on the invoice number.
However, if you want to print multiple claims at once, you can select the desired claims and click on the Print button.
Choose the CMS-1500 option to download these claims in a zipped folder for easy printing.
Options for Printing
CMS 1500
This will download a zipped folder on your computer which will have individual PDF claim forms per patient. If there were more than one claims generated for one patient then you will see more than one page in their PDF.
Office Ally CSV
This gives you a CSV file with all the data consolidated in the format which is accepted by office ally. You can utilize this file to upload all your claims at once in office ally instead of having to upload one claim file for each patient.
Handling School District and Regional Center Invoices
For specialized payors like school districts and regional centers, Motivity allows users to print invoices directly from the system. These invoices are tailored to match the specific billing formats required by these institutions.
Patient Responsibility
Motivity automatically generates patient responsibility when the primary payor's payment or Explanation of Benefits (EOB) is posted. Any portion of the service that is not covered by the primary payor is either sent to the secondary payor or marked as the patient’s responsibility. This process is managed within the Collections Module, where the system tracks and handles copays, deductibles, and other out-of-pocket expenses. For more details on managing patient responsibility, please refer to the Collections Module section of this manual.
Payment Gateway Integration (Email Patient responsibility)
Patient responsibility invoices can be generated and sent via email, with an integrated payment link through a payment gateway like Stripe. Once the payment is processed, Motivity automatically updates the system, applying the payment to the corresponding invoice and ensuring accurate reconciliation.
Printing Patient Responsibility Statement and Invoice
Choose the invoice(s) you want to print. You can print invoices individually or for multiple patients in a batch. These documents can be printed and provided to patients, giving them a clear breakdown of their responsibility, including copays, deductibles, and other charges.
Last Updated: 12/15/2025 by Blain Hockridge