Every invoice in Enrollsy is assigned one of three statuses based on its due date and payment progress. This article covers what each status means, how Enrollsy automatically applies payments across multiple invoices, and how to adjust your settings to see invoices scheduled further into the future.
Invoice Statuses
You'll see these statuses when viewing invoices from the Invoices tab in your Admin Portal, a Customer Billing tab, or a Customer Account:
Future
The due date hasn't arrived yet, so the invoice isn't current or payable. You can adjust future invoices anytime from the Payment Plan on the Customer Billing tab.
Current
The invoice is either past due, or its due date is close enough that a reminder has gone out, making it payable now. Partially paid invoices also appear here.
Paid
The invoice has been paid in full. Paid invoices can be created manually, generated automatically from an existing Payment Plan, or created at the time of enrollment.
How Payments Are Applied Across Multiple Invoices
Enrollsy automatically applies each payment to whichever invoices are next in line, so you don't have to manually match payments to invoices. If more than one invoice is due at the same time, a single payment can be split across all of them, which helps prevent unpaid balances from building up on later invoices. This keeps the payment process simple for both you and your customers.
Viewing Future Invoices Beyond 5 Years
By default, Enrollsy displays future invoices up to five years ahead. If a payment plan includes invoices scheduled beyond that window, they won't appear in the future invoice total right away. To see them, update your date range settings to cover the years you need — this ensures every planned invoice is visible, no matter how far out it's scheduled.
