How to Filter on the Invoices Page

Filter invoices by Payment Plan, Account Holder, Charges or Discounts

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

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.)

invoice page filters in Enrollsy

Select "Filters" on the left side under Current Invoices, Paid Invoices, or Future Invoices to filter on that page:

You can print or export the Invoices by selecting the rows and then clicking on either the print or export icon at the top right:

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