How to pay an Invoice
Learn how a payment can be counted toward a Customer's Invoice
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Inside this article

Invoices vs. Transactions

If there are no invoices on the Billing page, the charges were probably 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

NOTE: If you are still on V1 Billing (no Payment Plans), 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 may mess up your accounting and reports. Click here to learn how to switch to the new and improved V2 Billing!

Find Invoice

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:

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

  2. Choose the date range:

  3. Select one of the following options: "Current Invoices," "Paid Invoices," or "Future Invoices":

  4. Click "Filters" and filter by the following:

    • Payment Plan

    • Primary Account Holder

    • Charges

    • Discounts

    Click "Apply" to apply the filter.

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 "Manage" to view the details of the Invoice.

Pay Invoice

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

A new window will appear with the Invoice Details. 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.

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