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How to Create an Invoice Report

Learn how to export filtered Invoice information

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 weeks ago

Do you need to create a Report of invoices (current, paid, or future)? On the Invoices page, you can export a list of Invoices under a particular Location (or for ALL Locations).

There are a variety of ways to print Invoices: the Invoices page or the Customer's billing page. You can print a list of current or paid Invoices for multiple accounts, or just one account.

Invoices Page

The first way is on the Invoices page, located in the left-hand menu, which is a great place to see an overview of all current, paid, and future invoices. Use this tool to keep track of revenue collected and projected revenue.

On this page, you can view current Invoices, paid Invoices, and future Invoices.

Select Invoices on the left to print or export them.

Click on “Edit” on the right to view additional details of that Invoice.

Invoices can be filtered using the Filter button before exporting. You can filter Invoices in the following ways:

  • Payment Plan - Filter by Payment Plan name and view all those who currently have that specific Payment Plan.

  • Primary Account Holder - Filter by Primary Account Holder's first or last name.

  • Charges/Discounts - Filter by Charge Items (i.e., Tuition, Registration, Deposit, etc.) or Discounts (i.e., Sibling Discount, Scholarship, etc.)

Export Invoices (Invoices Page)

Select the Invoices to export on the left, then select the export button at the top right.

The following information will be exported:

  • Date

  • Days Past Due

  • Invoice number

  • Payment Plan

  • Amount

  • Status (i.e., paid, unpaid, etc.)

  • Invoice Balance

  • Enrollee Name

  • Enrollment

  • Class

  • Primary Account Holder's Name

  • Auto Payment Method (ACH or Credit Card)

  • Invoice Enrollee Name

  • Invoice Class Name

  • Invoice Class Location

  • Invoice Program

Invoices Report Spreadsheet Example:

invoices report in Enrollsy

Print Invoices (Invoices Page)

Select the Invoices to print on the left, then select the print button at the top right.

The following information will be printed:

  • Company Name

  • Location & Location Address

  • Enrollment Period

  • Tax ID

  • Primary Account Holder's Name & Email Address

  • Enrollee Name

  • Invoice Number

  • Date

  • Amount

  • Item(s) (Charge Items and/or Discount Items)

  • Price (Cost)

  • Quantity

  • Total

  • Amount Paid

  • Amount Due

Invoices Report Print Version Example:

Customer Billing Page/Invoices

Admin users can view and manage all current, paid, and future Invoices from the Billing page. Click "Manage" to open the Invoice editor to view and edit Invoices.

The Invoices editor window opens where you can view Current, Paid, or Future Invoices (click on one of the three options above to see the Invoices). You can edit any transactions within each Invoice by clicking "Edit."

Export Invoices (Customer Billing Page)

Select the Invoices to export on the left, then select the export button at the top right.

The following information will be exported:

  • Amount

  • Last 4 Digits of Credit Card or Bank Account

  • Payment Type

  • Date Posted

  • Posted By (Enrollsy, Admin User, or Account Holder)

  • Private Comments

  • Invoice Memo

  • ACH Status

  • Items (Charge Items or Discount Items)

  • Classification (Company Name)

  • Primary Account Holder Email Address

  • Primary Account Holder Name

  • Enrollee Name

  • Program Name

  • Class Names (first 10 Classes)

  • Location

  • Invoice Number

  • Invoice Class Name

  • Invoice Enrollee Name

  • Invoice Class Location

  • Invoice Program

  • Enrollment Period

  • Program Options

Print Invoices (Customer Billing Page)

Select the Invoices to print on the left, then select the print button at the top right.

The printed Invoices here contain the same information and look exactly like the Invoices printed from the Invoices page. See Print Invoices (Invoices Page)

to see what information the Invoice contains and an example.

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