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 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 Hide Paid/Future Invoices in the Customer PortalLearn how to hide either paid or future Invoices from your customers
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"
About InvoicesLearn how to find and navigate Invoice Tabs throughout Enrollsy
How to Add or Manage Billing for Manually Enrolled Enrollees with Missed ChargesStep-by-step instructions for adding or managing billing for certain enrollment cases
Charge & Discount Items
How to set up charge and discount items
How to Use the Deposit FeatureDo you charge a fee at enrollment that needs to be credited toward tuition? Learn more about Enrollsy's Deposit option
How to Create & Edit Charge Items & Discount ItemsSave time by setting up charge items (i.e. registration fee, late fee, etc.)
How to Collect DonationsWe have multiple options to set up a Donation Enrollment Period, Program, and/or Class
Create & Edit Invoices
How to create, view, edit and delete Invoices
How to Create InvoiceLearn how to post invoices individually or in bulk
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 Configure Invoice Notifications & Dates of Service in Payment PlansLearn when your Auto-Pay reminders or Invoices will be sent out automatically
How to Leave a Note on an Invoice or TransactionEnrollsy allows Invoice Memos and Private or Public Comments