Email & Print Invoices

When you create an invoice, you have the option of automatically emailing it to the payer. However, you can also print and email invoices at any time via the Invoice List and the View Invoice page. You can also update payer information and re-send invoices from the Invoices list.

Email & Print Invoices from the Invoices List

  1. From the menu to the left, click EasyPay.
  2. Click Income. The Invoices page opens.
  3. Check the box next to the invoice(s) to print or email. To select all invoices, check the box at the top of the table.
  4. To email invoices:
    1. Click. The Review pop-up opens.
    2. Review the invoice numbers, recipient, and email addresses listed in the pop-up.
    3. Clear the Email box for any invoices you do not need to include.
    4. Click Send. The invoices are sent and a confirmation message displays.
  5. To print invoices:
    1. Click . Your browser's printing options open.
    2. Select your printer and adjust your printing settings, as needed.
    3. Click Print.

Return to Top


Email & Print Invoices from the View Invoice Page

You can also email and print invoices when viewing invoice details.

  1. From the menu to the left, click EasyPay.
  2. Click Income. The Invoices page opens.
  3. Click the invoice to email or print. The View Invoice page opens.
  4. To email the invoice:
    1. Click. The Review pop-up opens.
    2. Review the invoice number, recipient, and email address listed in the pop-up.
    3. Click Send. The invoice is sent and a confirmation message displays.
  5. To print the invoice:
    1. Click . Your browser's printing options open.
    2. Select your printer and adjust your printing settings, as needed.
    3. Click Print.

Return to Top


Update Payer Contact Information & Resend Invoices

If a payer advises that they did not receive an invoice, you can quickly update their email address and re-send the invoice email from the Invoices List.

  1. From the menu to the left, click EasyPay.
  2. Click Income. The Invoices page opens.
  3. Locate the affected invoice or Payer. Use the Invoice # and/or Payer(s) column to filter.
  4. Click the Payer's name in the Payer(s) column. The Payer Details pop-up opens.
  5. Click the Email box and enter the correct email address. You can also update the Payer's phone number and billing address, if needed.
    Note: Contact details entered in the Payer Details pop-up are for accounting purposes only. This information does not affect enrollment data. To update enrollment data, see Manage Child Contacts.
  6. Click Save.
  7. Click in the Invoice # column. The invoice is sent again.

Return to Top