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" and print a hard copy or print in a PDF format to email. Here's an example of how an Invoice Summary might look: