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How to Send an Invoice to a Customer

Need to send an Invoice? Here's how to do that.

Serena Edwards avatar
Written by Serena Edwards
Updated yesterday

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.

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