There are two places to view Invoices: The Invoices page or the Billing page of a particular Account.
Invoices Page
On the Invoices page (located in the left-hand menu), click on Current Invoices, Paid Invoices, or Future Invoices.
Click on the Edit button to see the details of that Invoice, including the following:
The date and time it was posted
Who posted it
The Location it is associated with
The Program it is associated with
The Enrollee it is associated with
The Account it is associated with
The Charge/Payment type
The Item description
The amount of the transaction
Click on the print or export icons to export or print the Invoice.
Customer Billing Page
Search for an Enrollee or Account Holder by either the Enrollee's name, Primary or Secondary Account Holder's name, or the Primary Account Holder's email address or phone number in the top search bar. Click on their Billing tab. At the top, select Manage beside Current Invoices, Paid Invoices, or Future Invoices.
In the new window that opens, you will see a list of Invoices. Click on the Edit button.
Here you can view the details of that Invoice, including the following:
The Due Date
The Invoice #
The Payment Plan (if applicable)
The Amount
The Status (unpaid/paid)
The Invoice Balance
Enrollee
Enrollment Period
Class
Auto Pay (if on, it will show either "ACH" or "Credit Card"; if it is off, it will say "Off")
Select the print or export icons to export or print the Invoice.
NOTE: Editing on transactions older than 18 months is restricted. Editing is restricted for any transaction that is beyond this time frame because if something is changed too far in the past, then the account balance will break. This includes the ability to remove credits or charges from an invoice, as well as the option to delete transactions. We suggest adding a credit to balance out the account.
Follow these steps to edit an Invoice.
Step 1 - Choose Invoice Type
Click on Current Invoices or Paid Invoices. To edit Future Invoices, you will have to edit the payment plan that is creating the future Invoice. See this article for steps.
Step 2 - Edit Invoice
Click on the Edit button to see the details of that Invoice. To edit a specific Invoice in the list of Invoices, select the three dots beside the Invoice, then click Edit.
Step 3 - Change Invoice Number or Due Date
Click the pencil icon on the Invoice to edit the Invoice number or the due date.
Step 4 - Change Enrollment
To change the enrollment that is connected to specific transaction, click the three dots beside the transaction, then "Edit." Change the enrollment under "Enrollee Program." (Note: "Enrollee" may be called something else, i.e., "Child," "Student," etc.).
Step 5 - Edit Transaction/Charges
To edit any Charge Items or amounts, click the three dots beside a charge transaction (these transactions are in red), the "Edit."
Under "Edit Charge Item," you can change the amounts of any existing Charge Items, or click the "Add Charge Item" button to add additional Charge Items. Click the dropdown to choose the charge item from the list of charge items. (This list is in alphabetical order from your Charge items list on the Items page).
NOTE: You can add multiples of the same charge item with the same or different amounts.
Step 6 - Edit Credits/Discount Items
To edit any credit transaction (these are in blue), click the three dots beside the credit transaction then "Edit." You can edit the amount, the payer, or the Discount Item.
