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:
