Enrollsy gives Admins several ways to generate printed or PDF documents from a customer's account. This article covers four tools available in the Admin portal:
Payment Receipts — print or save a receipt for a single payment transaction
Account Statements — print a Transaction Statement or Transaction Summary for any date range
Invoice Summaries — build a PDF summary of invoices for a specific enrollment period
Past Due Notices — generate collection notices for accounts with outstanding balances
Need to send your customers steps to print their own documents? See: How to Print Statements, Receipts, & Invoices in the Customer Portal.
Watch this video for a quick overview of how to print and export receipts, statements, and invoices from the Admin portal.
Note: If you want to save a document as a PDF instead of printing to paper, see How to Save & Edit Reports as a PDF. This applies to all document types in this article.
How to Print a Payment Receipt
A payment receipt documents a single payment transaction and lists the charge items associated with it.
Steps:
Search for the account using the search bar, then open the account's Billing tab and scroll down to Transaction History.
Find the payment transaction you want to receipt, then click the three-dot menu to its right and select Print Payment Receipt.
Click Print in the blue banner at the bottom of the screen. Choose your printer to print a hard copy, or select Save as PDF to email the receipt to the customer.
Example of Payment Receipt
About Account Statements
Account statements are printed from a customer's Transaction History and cover a specified date range.
Transaction Statement
A line-by-line record of every transaction in the date range. Each statement includes:
Header information: Company name, address, phone number, and TIN/FEIN; date and time printed; date range; primary account holder name and address; and statement beginning balance.
Per transaction: Date and time posted, program name, enrollee name, payment method type (ACH, credit card, cash, or check), last 4 digits of card or account number, items (charges or discounts), details (invoice memo or comments), amount, and running balance. The statement ends with the Statement Ending Balance.
Example Transaction Statement
Transaction Summary
A condensed summary of all transactions in the date range, grouped by type rather than listed line by line. The summary includes the same header information as the Transaction Statement, plus a summary table showing Items (charge or discount items), Debits (charges), Credits (credits and discounts), Total, and Statement Ending Balance.
Example Transaction Summary
How to Print a Statement
Follow the steps below to print either statement type from a customer's Transaction History in the Admin portal.
Step 1 – Find the account's Transaction History
Search for the account using the search bar, then open the Billing tab and scroll down to Transaction History.
Step 2 – Open the Print Statement menu
Click the printer icon at the top right of the Transaction History section, then select Print Statement.
Step 3 – Set the date range and print
Select your desired date range, click Load, then click Print. Send the statement to a printer or choose Save as PDF to email it.
You can also export the transactions if you need to view something that doesn't show up on the statements. Just click the export icon (cloud with an arrow) to export all transactions to a CSV, which can be opened in a spreadsheet software such as Excel or Google Sheets.
How to Build an Invoice Summary
The Build Invoice Summary tool generates a customized PDF of invoices for a specific location and enrollment period within a customer's account. You can include one or more enrollees and choose which totals to display.
Watch this video for a quick overview of how to build and print an Invoice Summary from a customer's Billing page.
Note About What Shows Up on the Invoice Summary
Note About What Shows Up on the Invoice Summary
Only invoices created for an enrollment under the account appear on the Invoice Summary. If an enrollment is attached to a transaction on the invoice, but the invoice itself was not created for an enrollment under this account, it will not appear. See the screenshot below for an example of what this means.
Steps:
Go to the customer's Billing page.
Click Build Invoice Summary at the top right of the Billing page.
Select one Location and one Enrollment Period. You can only choose one of each.
Choose the Enrollees whose invoices you want to include. If there is only one enrollee, make sure to select their name so the builder will work.
Choose which Totals to include — you can include totals related to the selected enrollee(s) and/or the overall account.
Click Build, then print a hard copy or save as a PDF to email.
Example Invoice Summary
Need to add the Company tax ID?
Need to add the Company tax ID?
The TIN/FEIN displayed on statements and summaries comes from your company settings. To add or update it: go to My Company → Settings, scroll to Tax ID Number, enter it, and click Save Settings.
How to Print a Past Due Notice
Past Due Notices are auto-generated collection letters Enrollsy creates for any account with a balance due. They can be printed or saved as a PDF.
Steps:
Go to Reports → A/R Aging Report. This report shows all accounts that do not have a zero balance — amounts in red indicate a balance due; amounts in green indicate a credit.
Click the Past Due Notices button at the top of the A/R Aging Summary.
A new window opens. Send the notices to your printer, or select Save as PDF to save them as a document you can email.
Note: Past Due Notices are auto-generated. Enrollsy fills in the customer name, balance amount, and your company name automatically. The message text cannot currently be modified.
How Customers Print Their Own Tax Statements
If a customer needs a tax statement, they can print one directly from the Customer Portal — no Admin action required.
From the Customer Portal (customers do this themselves)
Customers must log in on a desktop web browser (Chrome or Firefox recommended — not a mobile browser).
Go to Transactions.
Click the Printer icon (top right) → Print Transaction Summary.
Select the desired date range → Load → Print.
Choose Save as PDF to email it, or send directly to a printer.
NOTE: Customers can print tax statements even if the Enrollment Period or Program has been archived, or if the account itself has been archived.
From the Admin portal (Admins printing on behalf of a customer)
Admins can run the same Transaction Summary from the customer's Billing page: open Transaction History → click the Printer icon → Print Transaction Summary → select the date range → Load → Print.
For a customer-facing version of these steps (to send directly to customers), see: How to Print Statements, Receipts, & Invoices in the Customer Portal.