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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:
Delete the transactions/charges
On the correct Program/Class, select "Add Current Invoice"
Enter the total charge/Charge Items and amount
Click "Create"
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:
Click on the correct Location (top-right corner):
Choose the date range:
Select one of the following options: "Current Invoices," "Paid Invoices," or "Future Invoices":
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.
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.