Primary Account Holders, and Secondary Account Holders with access, can print or save a transaction statement, invoices and payment receipts from the Customer Portal. A transaction statement can be used for tax purposes.
Note: Printing only works in a web browser. Use Google Chrome, Safari or Firefox.
Printing From the Enrollsy App
If you’re using the Enrollsy app, you’ll be asked to open the Customer Portal in a browser when you click a printer icon to print a statement or invoices.
Click Open in Browser to Print
If you’re asked to open the link on an external page, click OK
Sign in again, then follow the steps below for what you want to print
Print a Transaction Statement
Step 1 — Open Transactions
Click the menu in the top right corner and select Transactions
Step 2 — Choose the Dates
Click the printer icon at the top right of Transaction History
Select Print Transaction Summary
Choose the From and To dates
Click Load
Step 3 — Print or Save as a PDF
In the Document Ready window, click Print
In your browser’s print window, print the statement or choose Save as PDF
After you save the statement as a PDF, you can email it as an attachment.
Export Transactions to a CSV
Click the export icon at the top right of Transaction History to download your transactions as a CSV file
Print Invoices
Your company decides whether Current, Paid and Future Invoices show in the Customer Portal.
Step 1 — Open Your Invoices
Click the menu in the top right corner and select Home
Click View beside Current, Paid or Future Invoices
Step 2 — Select Invoices
Check the box beside each invoice you want, or check the box at the top of the list to select them all
Step 3 — Print or Download
To print, click the printer icon at the top right of the list (you may need to scroll right to see it), click Print, then print or choose Save as PDF
To download, click the export icon to save the invoices as a CSV file you can open in Excel or Google Sheets
Print a Payment Receipt
Receipts can only be printed from the Customer Portal in a web browser, not in the Enrollsy app. To open the Customer Portal in a browser, ask your Admin for your company’s Account Sign In link.
Step 1 — Open Transactions
Click the menu in the top right corner and select Transactions
Find the transaction you need a receipt for
Step 2 — Create the Receipt
Click the three dots beside the transaction
Select Create Payment Receipt to open the receipt in a new window
Step 3 — Print or Save as a PDF
In the Document Ready window, click Print
In your browser’s print window, print the receipt or choose Save as PDF
