Auto-Billing is found within your Payment Plans in the "Invoicing" section. Payment Plans are tied to date/time, so they are created inside an Enrollment Period.

You can find your Payment Plans in two ways:

Once you click on one of the above options, you will see your Payment Plans listed that are under that particular Enrollment Period.

For each Payment Plan you need to edit the Invoicing for, follow these steps.

Click on the cog icon to open up the Payment Events settings. Scroll down to "Invoicing."

Click Submit to add the Payment Plan. You can edit or delete any of these Payment Plans anytime.

Admin users can generate a comment on each Invoice that goes out to Customers with the exact dates the Invoice is paying. NOTE: Currently, there is no way to add dates of service to invoices due at enrollment (you can ONLY add them to Payment Plans).

This feature is available on each Payment Plan you create. If you need to create a Payment Plan, start with Payment Plans Overview, then follow these steps:

To open an existing Payment Plan, on either the Classes page or the Programs page, open up the Enrollment Periods on the left side by selecting the down arrow. Click the cog icon to open up the settings. Select the money/clipboard icon to open up the Payment Plan settings.

Click the cog icon beside the Payment Plan name to open the editor.

Scroll down to the Invoicing section and choose "generate" to start the process of adding a public comment to the Invoice. Next, choose a template from one of the following options:

After choosing an existing template, enter a date (usually your first payment event date) to see how the Invoice will look.

If none of the provided templates work for your setup, you can choose the option "None of these; I want to create my own below." A "SmartDate" widget will open where you can insert a date, week, month, or year and customize that payment date/day. You can also just add text here.

The prompts will tell you what to change in the formula. For example, let's say you choose the option "Date" and "Payment date + X months," it tells you to change the "X" to a number.

The number is the number of months from the start date that the Invoice is paying.

If you don't do this, an error message will tell you to replace the "X" with the desired number. You can delete the SmartDate and try again if you need to start over.

In the following example, we put "1" as the number. Using the date "07/12/2023," the next payment date generated will be "08/12/2023," which is 1 month from the beginning date.

The "Dates of Service" comment will show up in the Customer's Transaction History like this (based on the above example):

Sometimes you need to move a customer's payment event. Changes to a Payment Plan in the Enrollment Period or Program settings (like the steps above) only apply to future enrollees. They don't change the Payment Plans of customers who have already enrolled.

To change a payment event date for someone who is already enrolled, edit their Payment Plan from the Customer's Billing page. If several customers need the same change, repeat these steps on each account.

How invoice timing works: Invoices are not created the moment you change a payment event date. Enrollsy creates invoices on a schedule that runs every hour, starting at 12:15 a.m. Mountain Time (12:15, 1:15, 2:15, and so on). After you save a date change, the invoice is created during a scheduled run, based on the Payment Plan's invoicing settings.

Open the Customer's account and go to their Billing page. Scroll down under Active/Future Enrollments to the Enrollment Card card, then select Edit.

If the account has more than one Payment Plan (for example, one per enrollee), use the stepper at the top (such as 1/2) to scroll to the plan you need. Confirm you're on the correct plan before making changes.

Select Change, then Customize this payment plan.

In the window that opens, find the payment event in the scheduled payments calendar and change its date. Select Apply to save. This change applies only to this customer, not to everyone on the Payment Plan.

Invoices won't appear right away. After the next hourly run (at :15 past the hour, Mountain Time), check the Customer's Billing page to confirm the invoice appears. Check the Customer's Billing page to confirm the invoice appears. If the Customer has Auto-Pay turned on, the payment will run on its normal schedule.

If you don't see the invoice after changing the date, check the following:

If an invoice needs to go out right away, create it manually instead. See How to Create an Invoice. For more on editing a customer's Payment Plan, see How to Create and Edit Future Invoices.