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