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How to Create an Invoice Report
How to Create an Invoice Report

Learn how to export filtered Invoice information

Serena Edwards avatar
Written by Serena Edwards
Updated over a week 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).

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

  • Payment Plan

  • Primary Account Holder

  • Specific Charge Items

  • Specific Discounts

Select the Invoices to export on the left then the export button will appear at the top right. The following information can be exported:

  • Date

  • Days Past Due

  • Payment Plan

  • Amount

  • Status (i.e., paid, unpaid, etc.)

  • Invoice Balance

  • Enrollee name

  • Enrollment

  • Class

  • Primary Account Holder name

Invoices Report Spreadsheet Example:

invoices report in Enrollsy

Invoices Report Print Version Example:

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