You can add new current invoices in the following two places within the Admin Portal:
1. Customer Billing Page: On the Customer's Billing page, click the "Post Transaction" button at the top of the page. Then click "Create Invoices" from the menu.
2. Invoices Tab: Create an Invoice by using the plus button on the left sidebar beside Invoices. Then click "Create Invoices" from the menu.
To add a new future invoice, you must add or customize a payment plan.
Here's how to create an Invoice for one or more Accounts:
Step 1 - Search for Account(s)
After selecting one of the above options to create a new Invoice, a new window will open where you can search the Account(s) you want to create an Invoice.
You will be required to choose an Enrollment to associate with the invoice. If the Invoice is not for a particular Enrollment, then choose the first option, "Create Invoice for Account."
You also have the option to add other Accounts to create an Invoice for. Click "Add Another Account" to add more than one Account. After adding all Accounts, click Next.
Step 2 - Create Invoices
Configure the following:
Invoice Due Date
This date will be the Auto-Pay date if the Account has a payment method on file and their Auto-Pay setting is turned on.
If the date is set in the past, Auto-Pay will NOT happen. The earliest due date that can be entered is "tomorrow." However, Invoices can be paid anytime. All created Invoices will show up under "Current Invoices," even if the due date is in the future. To create future Invoices, you will need to edit or add payment events on a Payment Plan. See this article for steps.
Invoice Number
Use the auto-generated Invoice number or enter your own.
Step 3 - Setup Transaction
Enter the following information:
Classification (your company name)
Public comment (comments the customer can view)
Private comment (office-only comments)
Either enter the amount in the Total blank (this will enter a charge with no charge item attached to it) OR click on one or more Charge Items to choose the proper fee and enter the amount(s) beside it. Click the dropdown to choose the charge item from the list of charge items. (This list is in alphabetical order from your Charge items list on the Items page).
You can also add one Credit (optional) with a corresponding Discount Item.
NOTE: You can add multiples of the same charge item with the same or different amounts.
Step 4 - Select Email/SMS Options
Before posting the Invoice, you see these two options:
Email invoice to account holder
SMS invoice to account holder
Select one or both to send an email or SMS text message to the Primary Account Holder about the invoice.
Click here to see what information is included in these notifications and examples of each.
Click "Post" to post the Invoice(s). If the post works, a green checkmark will be displayed.