Invoices & Charges
How to create create, pay, download, send, or delete invoices
By Serena and 1 other2 authors23 articles
General Overview
Overview on Invoices (how to pay, send, download, print, etc. invoices))
How to Pay an InvoiceLearn how to run a Customer's credit card or ACH payment method
How to Send an Invoice to a CustomerNeed to send an Invoice? Here's how to do that.
How to Download, Print, or Export InvoicesCurrent, paid, or future Invoices can be printed or exported to a CSV
How to Filter on the Invoices PageFilter invoices by Payment Plan, Account Holder, Charges or Discounts
About Syncing Invoices with Advanced PaymentsWhat to do if Accounts have Payments that are not linked to Invoices
How to Hide Paid/Future Invoices in the Customer PortalLearn how to hide either paid or future Invoices from your customers
How Enrollsy Handles Payments and Shows Future Invoice TotalsLearn how Enrollsy manages payments across invoices and displays future invoice totals
How to Handle Invoicing that is Paid by a CompanyCreating & managing company-paid enrollment invoices
Troubleshoot Unpaid InvoicesFind out the reasons why Invoices do not show as "paid"
Create & Edit Invoices
How to create, view, edit and delete Invoices
How to Create InvoiceLearn how to send your customers an invoice on the Billing Page
How to Create an Invoice or Add a Credit to Enrollees in a Specific Class or in a ViewClass not meeting and you need to credit everyone's account? Field trip, and everyone going needs an invoice? Learn how to do it here.
How to View or Edit InvoicesLearn where Invoices live in Enrollsy and how to edit them
How to Delete an InvoiceLearn the steps to deleting a customer Invoice
How to Adjust the Auto-Pay Due Date on InvoicesThe steps to take to change when an already-generated Invoice is due
How to Edit Invoicing Frequency in Payment PlansLearn when your Auto-Pay reminders or Invoices will be sent out automatically
How to Add "Dates of Service" Comment on InvoicesYou can create customized comments on what invoices are paying
How to Configure Invoices to Only Appear under Specific Locations or Enrollments?The difference between account-level and enrollment-specific invoices
How to Search for an InvoiceLearn how to find a specific invoice on the Invoices page or a Customer's Billing page
Future Invoices
Creating and deleting future Invoices
How to Create Future InvoicesFind out how to add Invoices to individual Accounts that are due at a future date
How to Delete Future Invoices on an AccountFollow these steps to delete Customer Payment Plans/Future Invoices
How to Delete or Stop Future InvoicesLearn the steps to stop future invoicing from happening or delete current future invoices