Inside this article


There are several ways to pay a Customer's Invoice:

  • Customer Portal (Customer makes a payment toward one or more Invoices). See this support article for steps.

  • Invoices Page

  • Customer's Billing Page

Invoices Page

Head to the Invoices page on the left menu. First of all, find the Invoice in question. Here's how to do that:

Find Invoice

  1. Click on the correct Location (top-right corner):

    view an invoice on the Invoices page in Enrollsy
  2. Choose the date range:

    view an invoice on the Invoices page in Enrollsy
  3. Select either "Current Invoices" or "Partial Paid Invoices":

    view an invoice on the Invoices page in Enrollsy
  4. Click "Filters" and filter by Primary Account Holder:

    view an invoice on the Invoices page in Enrollsy

Pay Invoice

After finding the Invoice, you need to pay, click on "Details" on the right side of the correct Invoice.

pay an invoice on the Invoices page in Enrollsy

Click the blue plus button to open up the Post Transaction window.

pay an invoice on the Invoices page in Enrollsy

In the Post Transaction window, choose "Post Payment," scroll down and enter the total payment amount and the payment method. Click Post to post the payment.

Customer's Billing Page

Search for either the Primary Account Holder or Enrollee in the top search bar. On the Billing tab, find the Invoice to pay under Tuition. Click "Edit" to view the details of the Invoice.

pay an invoice on the Invoices page in Enrollsy

Invoices vs. Transactions

If there are no invoices on the Billing page, the charges were usually entered as transactions instead of invoices. To remedy this, do the following:

  1. Delete the transactions/charges

  2. On the correct Program/Class, select "Add Current Invoice"

  3. Enter the total charge/Charge Items and amount

  4. Click "Create"

  5. You will be redirected to the Invoice Details page, where you can post the payment (see below)

NOTE: It is highly recommended that ALL charges be entered as an Invoice (NOT as a Transaction). The reason is that Enrollsy is switching to an Invoice-only system. Entering random transactions that don't match up with Invoices will mess up your accounting and reports.

Pay Invoice

After finding the Invoice, you need to pay, click on "Details" on the right side of the correct Invoice.

pay an invoice on the Invoices page in Enrollsy

Click the blue plus button to open up the Post Transaction window.

pay an invoice on the Invoices page in Enrollsy

Did this answer your question?