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How to Build an Invoice Summary
How to Build an Invoice Summary

Here's the steps to printing an Invoice Summary by Location and Enrollment Period

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Now you can print an Invoice Summary within a Customer's Account. Here's how.

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:

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