How to Create an Invoice

In this guide, we will walk through the steps to create a new invoice. There are two primary methods to initiate the invoice creation process:Method 1: Using the Plus Button Click the plus button beside "Invoices" on the left menu.Method 2: Using Post Transaction Select "Post Transaction" on a customer's billing page. In the post transaction window, click on "Create Invoices".Account SelectionIf you are already in an account, the system will automatically load it. To load a different account: Click the "X" icon to clear the current account selection. Click on the "Search Accounts" field to enter a new account. To add another account, select the "Add Another Account" button.Invoice for Specific Enrollment Select "Create Invoice for Account" if the invoice is not for a specific enrollment. Choose "Create Invoice for an Enrollment under the Account" if the invoice is for a specific enrollment. Click on the drop-down labeled "None" to select an enrollment. Choose the appropriate enrollment from the drop-down.Scheduling the Invoice Due Date The default due date is tomorrow, but you can schedule another date. Type in the invoice due date or click the calendar icon to choose a date from the calendar. Click "OK" to confirm the selected date.Invoice Number Change the auto-generated invoice number by clicking on the icon to the right. This will auto-generate a new invoice number, or you can type in your own.Adding Charges and Credits The "Post Charge" option will already be selected. To add a credit, check the box "Post Credit". Enter a public or private comment in the provided text area. Select the "Charge Items" drop-down to choose a charge item. Enter the fee amount in the "Total Amount" field. If you have a credit, enter the credit amount in the "Setup Credit" section. Click on "Miscellaneous Credit" to change the discount item. Select a different discount item from the drop-down options.Finalizing the Invoice Check the box to email the invoice to the account holder. Check the box to send an SMS invoice to the account holder. Click the "Post" button to finalize the invoice creation.Viewing the Newly Created Invoice If you are not already on the account, click the account name to go to that account's billing page. Close the "Create Invoices" modal by clicking the "X" button. You may need to refresh your page to see the new invoice. In the billing section, click on "Manage" under the current invoice section to view the newly created invoice.

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