Invoices, Charges & Discounts
How to manage invoices, charges, and discounts
By Serena and 1 other2 authors18 articles
General Overview
Overview on Invoices (how to pay, send, download, print, etc. invoices))
- How to Pay an InvoiceLearn how to find a Customer's invoice and post a credit card, ACH, cash, or check payment
- How to Send an Invoice to a CustomerEmail or text an invoice so a customer can view and pay it
- How to Download, Print, or Export InvoicesPrint current, paid, or future invoices, or export them to a CSV file
- How to Hide Paid or Future Invoices in the Customer PortalControl which invoices your customers can see in their account
- How to Handle Invoicing When a Company Pays for EnrollmentCreating and managing invoices when a company covers enrollment costs
- Troubleshoot Unpaid InvoicesLearn why an invoice might not show as paid and how to fix it
- About Invoices: Statuses, Payment Allocation, and Future TotalsLearn what Future, Current, and Paid invoices mean, how payments are applied across multiple invoices, and how to view invoices scheduled further out
- How to Fix Billing Mistakes: Missing or Accidental ChargesAdd charges that were never billed and refund charges applied by mistake
Charge & Discount Items
How to set up charge and discount items
- How to Set Up and Use the Deposit FeatureCollect a payment at enrollment and credit it toward a future charge like tuition
- Creating and Editing Charge Items & Discount ItemsSet up charge items and discount items to save time on tuition, fees, and discounts
- How to Collect DonationsChoose the right setup for one-time and recurring donations in Enrollsy
Create & Edit Invoices
How to create, view, edit and delete Invoices
- How to Create an InvoiceLearn how to post invoices individually or in bulk
- How to Bulk Create Invoices or Post Credits for Multiple EnrolleesCharge or credit an entire Class or a custom View in just a few steps
- How to View, Edit, or Delete InvoicesLearn where Invoices live in Enrollsy and how to edit them
- How to Configure Invoice Notifications & Dates of Service in Payment PlansLearn when your Auto-Pay reminders or Invoices will be sent out automatically
- How to Add Notes to Invoices and TransactionsAdd public and private comments when creating, posting, or editing invoices and transactions