When looking at Invoices from the Invoices tab on the left side of your Admin Portal, Customer Billing tab, or a Customer Account, you'll notice all Invoices are split into three categories:
Future
The Invoice due date is in the future and has not yet become current or payable. These future Invoices can be adjusted on the Payment Plan on the Customer Billing tab.
Current
The Invoice is either due in the future but the invoice reminder has been sent out, making it payable, or the invoice is past due. Partially paid invoices also show up here.
Paid
The Invoice has been paid in full. These invoices are created manually by you, automatically because a Payment Plan exists on the customer's account, or at the time of enrollment.
How Enrollsy Handles Payments and Shows Future Invoice Totals
Enrollsy offers a comprehensive payment management system that intelligently allocates payments and provides insights into future invoices. This article explains how payments are handled across invoices and addresses common questions about viewing future invoice totals.
Payment Allocation Across Multiple Invoices
In Enrollsy, when a payment is made, the system applies it to the next invoices that come due. This ensures that outstanding amounts are covered in a systematic manner. For instance:
A single payment may be distributed across several invoices if multiple invoices are due when the payment is received.
This approach helps ensure seamless payment allocation, reducing the chance of unpaid balances for later invoices.
This automatic allocation feature is designed to simplify the payment process for both customers and administrators.
Viewing Future Invoice Totals and Its Limitations
Enrollsy’s system is designed to display future invoices within a specific, convenient time window. Some important details about this feature are:
The default view for future invoices shows up to five years ahead.
If your payment plan includes invoices scheduled beyond this five-year range, those invoices will not immediately appear in the future invoice total.
To view these extended invoices, you can update your date range settings in Enrollsy to include the years of interest. Adjusting the date range ensures you can see all planned invoices, regardless of their scheduled dates.
Summary
Enrollsy simplifies both payment allocation and invoice management by automatically applying payments to upcoming invoices and providing flexible invoice display options. When encountering limitations in viewing future invoices, users can easily adjust settings to ensure full visibility of their payment plans.This article aims to clarify these features, helping you better manage payments and understand how invoice totals are displayed in Enrollsy.