The "Build Invoice Summary" at the top of a Customer's Billing page builds a customized summary of multiple Invoices. Follow the steps below to use this feature.
How to Use the Invoice Builder
Step 1 - Customer Billing Page
Go to the Customer's Billing page. Next, click on "Build Invoice Summary" at the top right of the Billing page.
Step 2 - Select Location & Enrollment Period
Select one Location and Enrollment Period. NOTE: You can only choose ONE Location and ONE Enrollment Period.
Step 3 - Choose Enrollees
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 4 - 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 5 - Build & Print
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:
