When using Enrollsy to manage invoices, it is important to understand how invoice configurations can impact their visibility across locations. Below, we explain why invoices may appear under every location and provide actionable steps to prevent this issue.
Understanding Invoice Visibility in Enrollsy
Account-Level vs. Enrollment-Specific Invoices
Invoices in Enrollsy can either be tied to the entire account (account-level invoices) or to a specific enrollment (enrollment-specific invoices):
Account-Level Invoices: These invoices are not associated with any particular enrollment or location. As a result, they appear under every location in your account. Account-level invoices often do not include information such as enrollment periods or specific invoice products.
Enrollment-Specific Invoices: These invoices are tied to a specific enrollment and its associated location. They are only visible under the corresponding location and include enrollment-specific details. By default, enrollment-specific invoices will not appear under other locations.
Resolving Invoice Visibility Issues
If you notice invoices showing up under all locations or for other schools incorrectly, this is likely because the invoices were created at the account level, instead of being tied to a specific enrollment. Follow the steps below to prevent this:
Step 1: When creating an invoice, review whether it should be tied to a specific enrollment or the overall account.
Step 2: To ensure the invoice is tied to a single location, select the option to "Create Invoice for Enrollment" instead of "Account." - This ensures the invoice is linked exclusively to the corresponding enrollment and its location. - The invoice will include information like the enrollment period or specific product details, making it easier to track.
Step 3: Verify that the invoice appears only under the desired location by reviewing the invoice’s details after creation.
Best Practices for Invoice Management Across Locations
Always confirm whether an invoice should apply to a single enrollment or all locations before creating it.
Use the enrollment-specific invoice option whenever relevant to minimize confusion and improve organization.
Regularly review invoices under the "Invoices" section to ensure they are appropriately categorized by location or enrollment.
By following these guidelines, you can maintain better visibility and control of invoices across multiple locations in Enrollsy.