There may be times when you have to send an Invoice to a Customer for payment. There are a couple ways to do this, depending on if you have already created an Invoice or not.
Create a New Invoice
Follow these steps to create a new Invoice and select the option(s) to send the Invoice to the Primary Account Holder.
Step 1 - Create Invoice
Click either "Post Transaction" on a Customer's billing page or the plus button beside "Invoices" on the left menu bar. Select "Create Invoices"
Step 2 - Configure the Invoice
Configure the Invoice by selecting the following options:
Add Account(s)
Enter Invoice Due Date
Enter Invoice Number or use generated one
Enter public or private comments
Enter Charge Items and Amounts
Enter any Credits
Step 3 - Select Email/SMS Options
Before posting the Invoice, you see these two options:
Email invoice to account holder
SMS invoice to account holder
Select one or both to send an email or SMS text message to the Primary Account Holder about the invoice.
Invoice Notifications
The following are examples of what these notifications will look like:
Email Example:
SMS Example:
Already Created Invoice
If the Invoice has already been generated (either automatically or manually), follow these steps to email and/or text the Invoice to the Account Holder.
Step 1 - Find the Invoice
Find the Invoice on either the Customer's billing page or on the Invoices page. See this support article to learn how to view an Invoice.
Step 2 - Open the Invoice
Open the Invoice by selecting "Edit."
Step 3 - Send Invoice
Then choose one of the following options to send the Invoice:
See the instructions below for each of the above options.
Email the Invoice
Follow these steps to email your Customer the Invoice:
Step 1 - Print Statement
Click on the Printer icon, then "Print Statement."
Step 2 - Choose Dates
Choose the dates of the transactions you want to include in the Invoices. Select "Load" then "Print."
Step 3 - Save as PDF
When the printer window appears, under "Destination" or "Printer," choose "Save as a PDF" or whatever PDF option there is. Click "Save" then select the destination to save the Invoice and name it (you can use the Customer's name and Invoice date).
Step 4 - Email Invoice
Email the Invoice as an attachment using your email provider (i.e., Gmail, Yahoo, Outlook, etc.).
Text a message
Another option is to text the Customer(s)/Account Holder(s) on Enrollsy and give them instructions to view and pay the Invoice on the Customer Portal.
You can send the Customer this support article that gives specific directions on how to make a payment within the Customer Portal.