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How to Download, Print, or Export Invoices

Print current, paid, or future invoices, or export them to a CSV file

Written by Serena Edwards

Use the steps below to select the invoices you need, then print them as a PDF or export them to a CSV 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

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

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