Use the steps below to select the invoices you need, then print them as a PDF or export them to a CSV (comma-separated values) file.

Step 1 - Select Location(s)

Go to the Invoices page from the left menu. If you manage more than one location, use the location selector in the top right corner to choose which location's invoices you want to view.

Enrollsy Invoices page showing the location selector and date range fields highlighted in the top navigation bar

Step 2 - Select Dates

By default, the date range shows the last year of invoices. To view a different range, click the date field and choose your dates from the calendar.

NOTE: The date range filters by invoice due date. If you don't see the invoices you're expecting, double-check that your date range covers their due dates.

Step 3 - Select the Invoice Type

Choose which type of invoice you want to view: Current, Paid, or Future.

Enrollsy Invoices page with the Current, Paid, and Future invoice total cards outlined in red

Step 4 - Filter Invoices (optional)

IIf you need to narrow down your results, click Filters and filter by any of the following:

Payment Plan - View all invoices tied to a specific payment plan.
Primary Account Holder - Search by the primary account holder's first or last name. No.
Charges/Discounts - Filter by charge items (such as Tuition, Registration, or Deposit) or discounts (such as Sibling Discount or Scholarship).

Click Filters on the left side, under Current Invoices, Paid Invoices, or Future Invoices, to open the filter panel on the Invoices page.

Enrollsy Invoice Filters panel open, showing Payment Plan, Primary Account Holder, and Charges/Discounts filter fields

Step 5 - Select Invoices

Select the invoices you want by checking the box next to each row. You can view up to 50 invoices per page, and the top checkbox only selects invoices on the current page.

To view or select more than 50 invoices, scroll to the bottom of the page and:

Change Rows per page from the default 25 to 50.
Use the right arrow to page through additional invoices.
Click Select All (for example, Select All 200) to select every invoice across all pages you've paged through.

Enrollsy Invoices table pagination controls showing the rows per page dropdown set to 50 and the Select All 200 option highlighted

Step 6 - Print or Export Invoices

Once you've selected your invoices, click the print icon to download them as a PDF (or print them directly), or click the export icon to download them as a CSV file.

NOTE: The print and export icons only appear once you've selected one or more invoices.

Enrollsy Invoices table with several invoice rows selected and the print and export icons highlighted in the top right corner

What's Included

The exported CSV 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

The printed PDF 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

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.

Examples

Export example (viewed in Google Sheets):

Example of an exported Enrollsy invoice list opened in Google Sheets, showing invoice data organized in spreadsheet columns

Columns can be sorted using whatever spreadsheet software you prefer.

Printed example:

Example of a printed Enrollsy invoice PDF showing billing details, classes, and payment totals for a customer

Printing or Exporting from a Customer's Billing Page

You can also print or export invoices for a single customer from their Billing page, rather than from the main Invoices page. Click Manage next to Current, Paid, or Future Invoices to open the Invoice editor, then select the invoices you want and use the same print or export icons described above.

The printed invoices look the same and include the same information as invoices printed from the Invoices page (see "What's Included" above).

The exported CSV from a customer's Billing page includes a different, more detailed set of columns:

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

How to Download, Print, or Export Invoices