As an Admin, you can view and manage all invoices — current, paid, and upcoming — from a customer's Billing page. This article covers how to manually add or edit a charge on an invoice and how to post a payment to that invoice. Use the sections below based on what you need to do.

Both posting a charge and posting a payment require an existing invoice on the customer's account. If no invoice exists yet, you will need to create one before following any of the steps in this article, How to Create an Invoice.

If an invoice already exists, you're ready to proceed.

There are two ways to locate a customer's invoice in Enrollsy:

Option 1 — Customer's Billing Page Use the search bar at the top of the screen to search for the customer by name, email address, or phone number. Click on the customer's name in the results, then select the Billing tab to view their invoices.

Option 2 — The Invoices Page From the left-hand menu bar, navigate to the Invoices page. Use the Filter field to search for the customer by name and locate the invoice you need.

Once you've found the correct invoice, press Cmd+F (Mac) or Ctrl+F (Windows) to search within the page if you need to narrow down to a specific invoice. When you find it, click Edit to open it.

Watch the video below for a quick walkthrough of how to add a charge and post a payment to a customer's invoice, then follow the step-by-step instructions in each section below.

When you post a "charge," you are recording tuition or another fee to a customer's account — essentially adding a line item to an invoice for a specific dollar amount.

Use the steps below if the customer already has an existing invoice and you need to edit the charge amount or add an additional charge to it. If no invoice exists yet, you will need to create an invoice before proceeding.

To get started, find and open the customer's invoice using the steps in the How to Find a Customer Invoice section above, then continue below.

To edit a charge that is already on the invoice, click the three-dot menu on the charge row, then select Edit.

The Edit Transaction window will open. You can add public or private comments at the top. Scroll down and click the down arrow next to Charge Items to add additional charge items, or click directly on the amount to edit the current value.

To add a new charge to the same invoice, click the plus (+) button. The Post Transaction window will appear. Select Post Charge. You can add a public or private comment in the fields provided.

Scroll down to the Set Up Charge section. Click the down arrow next to Charge Items to add one or more charge items and enter the amounts. When finished, click Post.

Posting a payment is also referred to as "charging a customer's card or bank account." When you post a payment, you are either:

To get started, find and open the customer's invoice using the steps in the How to Find a Customer Invoice section above, then continue below.

In the Edit window, click the plus (+) button. The Post Transaction window will appear. Select Post Payment, then click the correct Classification (location). You can also add a public or private comment in the fields provided.

Scroll down to the Set Up Payment section. Enter the total amount under Total. Click the down arrow next to Choose Payer to select the correct payer if there is more than one on the account. Then select the payment method.

When finished, click Post. You can also check the Print receipt box to print a receipt for the customer.

Enrollsy runs automated background processes to create invoices, reconcile credits, and collect payments on a set schedule. Understanding this schedule helps explain why a payment and an invoice might appear unlinked temporarily.

If a payment and an invoice remain unconnected for more than 24 hours, please contact support via chat.