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Create Invoices

Learn how to Post Invoices Individually or in Bulk

Caroline Hilton avatar
Written by Caroline Hilton
Updated over a week ago

Add New Invoices in the Following Places

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 / + Invoice: Create an Invoice by using the plus button on the left sidebar beside Invoices. Then click "Create Invoices" from the menu.


Creating Invoices

Here's how to create an Invoice for one or more Accounts:

Step 1 - 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 OR click on Charge Item to choose the proper fee and enter the amount below it (as shown below):

Next, set up the Credit (optional) as shown:

Click "Post" to post the Invoice(s). If the post works, a green checkmark will be displayed.

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