How do I send an invoice to someone other than the Primary Account Holder?

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Updated On   
Mon
14 Dec
2020
4:14 pm

Enrollsy doesn't produce invoices in the traditional sense of the word. To send someone an invoice you'll need to follow a few steps to produce a PDF you can send out in an email.

Step 1: Make sure the balance due is correct by looking in the transaction history

Enrollsy's transaction history account balance

Step 2: Click the print icon and choose "Print Statement"

Print statements in Enrollsy

Step 3: In the print dialog that pops up, you should see an option to "Save as PDF"

Save a statement as a PDF in Enrollsy

Step 4: Attach the PDF to an email and send it to whoever is going to send payment.

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