Whether you are an Admin user or an Account Holder/Customer logged into the Customer Portal, you can print payment receipts and account statements.
See the steps below to learn how to print statements, invoice summaries, or receipts from the Admin portal. If you need to send your customers steps to print a receipt or statements, see the articles below:
How Customers Get Tax Statements
How Customers Get Tax Statements
Customer Portal
Customers can get a tax statement from the Customer Portal by logging in on a web browser (Chrome or Safari works best). This is the best way for your customers to download or print statements they can use for tax purposes.
Here are the steps for customers to print a tax statement from the Customer Portal:
Go to Transactions
Click the Printer icon (top right) → Print Transaction Summary
Pick the date range → Load → Print
Choose Save as PDF (then email it) or print
NOTE: Customers can still print tax statements even if the Enrollment Period or Program is archived or if the enrollment is deactivated. Printing is not available in the Enrollsy app, so they’ll be prompted to open a browser to print.
You can send your customers this support article that includes more detailed steps and a video: How to View/Print Transaction (Tax) Statements in the Customer Portal
Admin Portal
Admins can do the same from the customer’s Billing page → Transaction History → Printer icon → Print Statement or Print Transaction Summary, then pick dates and print or save as PDF. See this support article for a video and more details.
How to Print Receipts
The following are steps to print a receipt from the Admin portal.
Search for the Account in the search bar, then scroll down to "Transaction History" under the Billing tab.
Click "Create Receipt" in the menu to the right of a Payment Transaction.
Select Charge Transactions to include as line items in the Receipt.
Click "Print" in the blue banner at the bottom of your screen. Here you can send the Receipt to a printer or save it as a PDF to email.
Example of Payment Receipt
About Account Statements
Print a statement of Payments and Transactions from an Account's Transaction History.
There are currently two options:
Transaction Statement
This statement shows (for a specified period) the following information:
Company Name & Contact Information (Address, Phone Number)
Company TIN/FEIN
Date & Time Printed
Date Range Printing
Primary Account Holder Name & Address
Statement Beginning Balance
For Each Transaction Listed:
Date & Time Posted
Program Name
Enrollee Name
Payment Method Type (ACH, Credit Card, Cash or Check)
Last 4 Digits of Card Number or Account Number
Items (Charge Items or Discount Items)
Details (Invoice Memo or Comments)
Amount
Balance
Statement Ending Balance
Example Transaction Statement:
Transaction Summary
This statement is a summary of all transactions made within a specified period the following information:
Company Name & Contact Information (Address, Phone Number)
Company TIN/FEIN
Date & Time Printed
Date Range Printing
Primary Account Holder Name & Address
Statement Beginning Balance
For Each Transaction Listed:
Items (Charge Items or Discount Items)
Debits (Charges)
Credits (Credits and Discounts)
Total
Statement Ending Balance
Example Transaction Summary:
How to Print a Statement
Step 1 - Find Transaction History
Search for the Account in the search bar, then scroll down to "Transaction History" under the Billing tab.
Step 2 - Print Statement
Click the print icon and "Print Statement" at the top-right of the Transaction History. Select the desired date range and click "Load" then "Print." Send the statement either to a printer or save it as a PDF to email.
Printing Tips
A frequently asked question we get is: I prefer not to print this to paper; I want a PDF or something to attach to an email message.
You can also export the transactions if you need to view something that doesn't show up on the statements. Just click the export icon (cloud with an arrow) to export all transactions to a CSV, which can be opened in a spreadsheet software such as Excel or Google Sheets.
How to Build an Invoice Summary
You can print an Invoice Summary within a Customer's Account. The "Build Invoice Summary" at the top of a Customer's Billing page builds a customized summary of multiple Invoices.
Note About What Shows Up on the Invoice Summary
Note About What Shows Up on the Invoice Summary
Only Invoices created for an Enrollment under the Account will show up on the Invoice Summary. Invoices created for the Account only will NOT show up. Right now, created Invoices cannot be edited to include enrollment information. You will have to delete the Invoice and create a new one to add the enrollment information to the Invoice.
Even if you have the Enrollment attached to any transactions on the Invoice, that Invoice will not show up on the Invoice Summary.
Below are the steps to build an Invoice Summary.
Go to the Customer's Billing page.
Next, click on "Build Invoice Summary" at the top right of the Billing page.
Select one Location and Enrollment Period. NOTE: You can only choose ONE Location and ONE Enrollment Period.
Next, choose the Enrollees whose Invoices you need to view. If there is only one, be sure to select the name, so the builder will work.
Choose which totals you want on the summary. You can include the totals related to the Enrollee(s) and/or all the Invoice totals.
The last step is to click "Build" and print a hard copy or print in a PDF format to email. Here's an example of how an Invoice Summary might look:
How to add the Company tax ID
How to add the Company tax ID
An Admin User can add it by going to My Company > My Company Settings.
Scroll down until you see the Tax ID Number. Enter it there and click Save Settings on the page.
How to Print a Past Due Notice
Here are the steps to print or save as a PDF an auto-generated Past Due Notice for your Customers.
Head to Reports > A/R Aging Report. This is the Accounts Receivables report, which shows everyone who does NOT have a zero balance. They could have a balance due (shown in red) OR a credit (shown in green).
Click the Past Due Notices button on the A/R Aging Summary:
A new window will open where you can either send the notices to your printer OR save them as a PDF document (so you can email them), as shown below.
NOTE: This is an auto-generated notice. Below is the text of this notice. The system will autofill the Customer name, the amount of their balance autofills, and the Company name. This message cannot currently be modified.
