How to Edit Invoicing Frequency

Learn when your Auto-Pay reminders or Invoices will be sent out automatically

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Auto-Billing is found within your Payment Plans in the "Invoicing" section.

Payment Plan Locations

You can find your Payment Plans in two locations:

  1. Enrollment Period settings

    Under your Enrollment Period (or whatever you call specific periods or semesters), select the cog icon.

    manage payment plans in Enrollment Period in Enrollsy

    After clicking the cog icon, select the clipboard/money icon to manage the Payment Plans in that Enrollment Period.

    manage payment plans in Enrollment Period in Enrollsy

  2. Program settings

    Open the editor of one (or more) Programs:

    Select the "Pricing" section, then scroll down to "Payment Plans." Here you will see any attached Payment Plans. If there are no Payment Plans, you'll only see the "Add/Remove Payment Plans" button under Pay-in-Full.

    Click the "Add/Remove Payment Plans" button to open up your Payment Plans:

How to Edit Invoicing

Once you click on one of the above options, you will see your Payment Plans listed that are under that particular Enrollment Period.

NOTE: Payment Plans are tied to date/time, so they are created inside an Enrollment Period. For each Payment Plan you need to edit the Invoicing for, follow these steps.

Step 1 - Click on the cog icon to open up the Payment Events settings. Scroll down to "Invoicing."

invoicing notifications in Enrollsy

Step 2 - Under this heading, you have a few decisions to make:

  1. The first is to decide if you want invoices sent when Auto-Pay is on or off.

  2. The next is to set up when you want invoices sent. This is OPTIONAL.

  3. Please choose how you want them sent (by text, email, or by Account Holder's contact preference).

  4. Select who will receive the notifications (Primary and/or Secondary Account Holder).

  5. Pick how many days before each payment event they will be notified (1-7 days).

Step 3- Click Submit to add the Plan. You can edit or delete any of these Payment Plans anytime.

Add Dates for Service (optional)

Admin users can generate a comment on each Invoice that goes out to Customers with the exact dates the Invoice is paying. Follow these steps:

Step 1 - Add the Comment using a Template

Scroll down to the Invoicing section and choose "generate" to start the process of adding a public comment to the Invoice. Next, choose a template from one of the following options:

  • Pay in Advance - Current Month

  • Pay in Advance - Following Month

  • Pay in Advance - Current Week (Mon - Fri)

  • Pay in Advance - Following Week (Mon - Fri)

After choosing an existing template, enter a date (usually your first payment event date) to see how the Invoice will look.

Step 2 - Create your own Comment

If none of the provided templates work for your setup, you can choose the option "None of these; I want to create my own below." A "SmartDate" widget will open where you can insert a date, week, month, or year and customize that payment date/day.

The prompts will tell you what to change in the formula. For example, let's say you choose the option "Date" and "Payment date + X months," it tells you to change the "X" to a number.

The number is the number of months from the start date that the Invoice is paying. If you don't do this, an error message will tell you to replace the "X" with the desired number. You can delete the SmartDate and try again if you need to start over.

In the following example, we put "1" as the number. Using the date "07/12/2023," the next payment date generated will be "08/12/2023," which is 1 month from the beginning date.

Dates of Service in Transaction History

The "Dates of Service" comment will show up in the Customer's Transaction History like this (based on the above example):

Did this answer your question?