The Invoices page, located in the left-hand Menu, gives you an overview of all current, paid, and future invoices. Use it to keep track of revenue collected and projected revenue.
Viewing Invoices — What You Can Do on the Invoices Page
View current Invoices, paid Invoices, and future Invoices.
Select invoices on the left to print or export them.
Click Edit on the right to view additional details of an invoice.
Click a Primary Account Holder's name as a shortcut to their account's Billing page.
Click an Enrollee's name to go to that Enrollee's timeline.
Click a Class to go to that class on the Classes page.
You can also see who has Auto-Pay on or off. If it says Credit Card or ACH, Auto-Pay is on for that payment method. Otherwise, it will say Off.
Filter Invoices — Narrowing Down Your List
Invoices can be filtered using the Filter button before exporting. You can filter invoices by Payment Plan (filter by Payment Plan name to view everyone currently on that plan), Primary Account Holder (filter by the Primary Account Holder's first or last name), or Charges/Discounts (filter by Charge Items such as Tuition, Registration, or Deposit, or Discounts such as Sibling Discount or Scholarship).
Select Filters on the left side under Current Invoices, Paid Invoices, or Future Invoices to filter that page.
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.
Creating an Invoice Report — Exporting Invoice Data
Select the invoices to export on the left, then click the Export button at the top right. The exported file includes:
Date
Days Past Due
Payment Plan
Amount
Status (i.e., paid, unpaid, etc.)
Invoice Balance
Enrollee name
Enrollment
Class
Primary Account Holder name
Auto Payment Method (ACH or Credit Card)
Invoice Enrollee Name
Invoice Class Name
Invoice Class Location
Invoice Program
