Now you can print an Invoice Summary within a Customer's Account. Below are the steps to build an Invoice Summary.
Note About What Shows Up on the Invoice Summary
Only Invoices created for an Enrollment under the Account will show up on the Invoice Summary. Invoices created for the Account only will NOT show up. Right now, created Invoices cannot be edited to include enrollment information. You will have to delete the Invoice and create a new one to add the enrollment information to the Invoice.
NOTE: Even if you have the Enrollment attached to any transactions on the Invoice, that Invoice will not show up on the Invoice Summary.
Step 1 - Billing Page
Go to the Customer's Billing page.
Step 2 - Build Invoice Summary
Next, click on "Build Invoice Summary" at the top right of the Billing page.
Step 3 - Select Location & Enrollment Period
Select one Location and Enrollment Period. NOTE: You can only choose ONE Location and ONE Enrollment Period.
Step 4 - Choose Enrollee(s)
Next, choose the Enrollees whose Invoices you need to view. If there is only one, be sure to select the name so the builder will work.
Step 5 - Choose Totals
Choose which totals you want on the summary. You can include the totals related to the Enrollee(s) and/or all the Invoice totals.
Step 6 - Build & Print
The last step is to click "Build" and print a hard copy or print in a PDF format to email. Here's an example of how an Invoice Summary might look:
