Some Enrollees have their enrollment fees covered by an employer or third-party company. Because companies cannot pay directly through the Customer Portal without account access, this article walks you through the recommended workflow for generating invoices and collecting payment from a company.

To allow an Enrollee to complete enrollment without requiring immediate payment, create a coupon code that covers the full cost of their enrollment.

This allows the enrollment to be finalized while the invoice is sent separately to the paying company.

Once the Enrollee is enrolled, you can produce an invoice to send to the company.

Printed invoices include the following details:

This format is generally recommended when the company needs a detailed breakdown of what the Enrollee is enrolled in.

Exported invoices include Program names but may not include individual Class names. If Class-level detail is important, use the printed invoice format instead, or add Class names as a public comment.

You can add a Public Comment to the invoice to include additional details you'd like the company to see, such as specific Class names not captured in the export, special instructions, or reference numbers. This is a useful workaround when working with an exported invoice format that omits Class-level information.

Because the company doesn't have its own account in the system, it can't pay directly through the Customer Portal. There are two main options for collecting payment.

The Primary Account Holder can add the company's email address as a Secondary Account Holder on their account. This grants the company access to log in and submit payment directly through the portal. To do this, the Account Holder should:

If adding a secondary account holder isn't practical, the company can pay through other channels, such as check, bank transfer, or any other accepted payment method your organization supports, using the printed or exported invoice as a reference.