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
Click on the correct Location (top-right corner):
Choose the date range:
Select either "Current Invoices" or "Partial Paid Invoices":
Click "Filters" and filter by Primary Account Holder:
Pay Invoice
After finding the Invoice, you need to pay, click on "Details" on the right side of the correct Invoice.
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.
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.
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:
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 (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.
Click the blue plus button to open up the Post Transaction window.