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Now you can send customers an invoice straight from Enrollsy. Here is how:

Step 1 - Enrollment Box

On the Customer's Billing page, find the correct enrollment the invoice belongs to. In that "enrollment box," click "+Add Current Invoice."

create current invoice in Enrollsy

Step 2 - Enter Invoice Info

A new window will open. Here you can do the following:

  • Invoice Payment Date (cannot be backdated)

  • Classification (your company name)

  • Public comment (comments here the customer can view)

  • Private comment (comments here are office-only comments)

add current invoice in Enrollsy

Scroll down to set up the charge. Either enter the amount in the Total blank OR click on Charge Item to choose the proper fee and enter the amount below it (as shown below):

add current invoice in Enrollsy

Step 3 - Export or Print the Invoice

Click "Create" to complete the Invoice. This will take you to a new window that will show the invoice. Here you can either export or print the invoice.

add current invoice in Enrollsy

Step 4 - View the Invoice

The new invoice will now be viewable in the "enrollment box" under the Current tab:

add current invoice in Enrollsy
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