How to generate automated invoices

This feature can be seen as setting invoices to be automatically sent out by a specific billing cycle.  This feature is usually used when an enrollment period exceeds the number of times that invoices are processed, or invoices are processed in smaller increments (the same equal amount each billing cycle) rather than one lump sum. (Note: if using the auto-enrollment feature, then admin will not be allowed to change the start and end dates and also the invoice amount once the enrollment is saved)

Here is an example of how you would use this feature:

1. If the Course start and end date is for 1 year, Nov 4th, 2016- Nov 4th, 2017, then you will have a choice to set the enrollment/contract expiration dates either to end at the end of the course or with a start and end date for the enrollment (Say 3 months/6 months …etc).

2. For our example, we will choose that the enrollment expiration ends at the end of the course (which in this case is 1 year).

3. Then we will set the enrollment fee of let’s say $1,200 USD for this example.

4. Then in the Billing Cycle dropdown menu, we will either choose: One time, Month(s) or Week(s)

5. For our example, we will choose months and so the total due for this billing cycle invoice will be $100 USD each month ($100 per invoice for 12 times a year) and it will be automatically generated and sent according to the billing cycle and the day set each month for it to be sent out.

Updated on: 07/06/2022