On the Invoices page, you can export a list of invoices under a particular Location, or for all Locations. There are also multiple ways to print invoices: from the Invoices page or from a Customer's Billing page. You can print a list of current or paid invoices for multiple accounts, or just one account.
Invoices Page — Viewing and Filtering Invoices
The Invoices page, located in the left-hand Menu, is a great place to see an overview of all current, paid, and future invoices. Use it to keep track of revenue collected and projected revenue. On this page, you can view current Invoices, paid Invoices, and future Invoices.
Select invoices on the left to print or export them.
Click Edit on the right to view additional details of an invoice.
Invoices can be filtered using the Filter button before exporting. You can filter by:
Payment Plan (filter by Payment Plan name to view everyone currently on that plan)
Primary Account Holder (filter by first or last name)
Charges/Discounts (filter by Charge Items such as Tuition, Registration, or Deposit, or Discounts such as Sibling Discount or Scholarship)
NOTE: Paid invoice balances may appear inaccurate when fee filters are applied. The displayed balance includes only charged fees and doesn't reflect discounts, credits, or coupon codes. The export balance is typically lower and more accurate.
Invoices Page — Exporting an Invoice Report
Select the invoices to export on the left, then click the Export button at the top right.
The exported file includes:
Date
Days Past Due
Invoice number
Payment Plan
Amount
Status (i.e., paid, unpaid, etc.)
Invoice Balance
Enrollee Name
Enrollment
Class
Primary Account Holder's Name
Auto Payment Method (ACH or Credit Card)
Invoice Enrollee Name
Invoice Class Name
Invoice Class Location
Invoice Program
Example:
Invoices Page — Printing Invoices
Select the invoices to print on the left, then click the Print button at the top right.
The printed invoice includes:
Company Name
Location & Location Address
Enrollment Period
Tax ID
Primary Account Holder's Name & Email Address
Enrollee Name
Invoice Number
Date
Amount
Item(s) (Charge Items and/or Discount Items)
Price (Cost)
Quantity
Total
Amount Paid
Amount Due
Example:
Customer Billing Page — Viewing and Managing Invoices
Admin users can view and manage all current, paid, and future invoices from the Customer's Billing page. Click Manage to open the Invoice editor to view and edit invoices.
The Invoices editor window opens, where you can view Current, Paid, or Future Invoices by clicking one of the three options. You can edit any transaction within an invoice by clicking Edit.
Customer Billing Page — Exporting an Invoice Report
Select the invoices to export on the left, then click the Export button at the top right.
The exported file includes:
Amount
Last 4 Digits of Credit Card or Bank Account
Payment Type
Date Posted
Posted By (Enrollsy, Admin User, or Account Holder)
Private Comments
Invoice Memo
ACH Status
Items (Charge Items or Discount Items)
Classification (Company Name)
Primary Account Holder Email Address
Primary Account Holder Name
Enrollee Name
Program Name
Class Names (first 10 Classes)
Location
Invoice Number
Invoice Class Name
Invoice Enrollee Name
Invoice Class Location
Invoice Program
Enrollment Period
Program Options
Customer Billing Page — Printing Invoices
Select the invoices to print on the left, then click the Print button at the top right.
The printed invoices here contain the same information and look the same as invoices printed from the Invoices page — see Print Invoices — Invoices Page above for details on what's included and an example.