Although we send out automated Invoice reminders, there may be times when you need to send an Invoice to a customer for payment. There may be times when you have to send an Invoice to a Customer for payment. To email them an invoice, follow these steps:
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 & Open 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. Open the Invoice by selecting "Edit."
Step 2 - Send Invoice
Follow these steps to email your Customer the Invoice:
Click on the Printer icon, then "Print Statement."
Choose the dates of the transactions you want to include in the Invoices. Select "Load" then "Print."
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).
Email the Invoice as an attachment using your email provider (i.e., Gmail, Yahoo, Outlook, etc.).
Additional Options
There is an option to email or text an invoice at creation. You can also text your customer or the customer can view invoices in their account on the Customer Portal. See below for more information on each of these options.
Create a New Invoice
When you create a new Invoice, you have the option to send an email and/or SMS message to the Primary Account Holder. The message will include the invoice number, payment amount and due date, and a link to sign in to their account to make the payment.
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.
Customer Views Invoice
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.
Invoice Notifications
The following are examples of what these notifications will look like:
Email Example:
SMS Example:
