Click the "Build Invoice Summary" at the top of a Customer's Billing page to build a customized summary of multiple Invoices.
How to Use the Invoice Builder
Go to the Customer's Billing page.
Next, click on "Build Invoice Summary" at the top right of the Billing page.
Select one Location and Enrollment Period. NOTE: You can only choose ONE Location and ONE Enrollment Period.
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.
Choose which totals you want on the summary. You can include the totals related to the Enrollee(s) and/or all the Invoice totals.
The last step is to click "Build". You will then have the option to print a hard copy or download as a PDF to circulate electronically. Here's an example of how an Invoice Summary might look:
