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 over a week ago

There may be times when you have to send an Invoice to a Customer for payment. Follow these steps:

Step 1 - 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 by selecting "Edit."

Step 3 - Then choose one of the following options to send the Invoice:

Email the Invoice

Follow these steps to email your Customer the Invoice:

Step 1 - Click on the Printer icon then "Print Statement."

Step 2 - Choose the dates of the transactions you want to include in the Invoices. Select "Load" then "Print."

Step 3 - 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 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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