Edit The Bill Payer On An Invoice

Scenarios:

1. You want to change the bill payer of a particular invoice to another person

This document assumes the following:

• You know how to generate invoices

• You know the implications if connected with Xero

Editing the Bill Payer on an invoice allows you to send the invoice to another one of your customers. The individual you want to assign as the bill payer for this invoice must be an active customer in your Enrolmy customer list.

How to Edit the Bill Payer on a Draft Invoice

1. Navigate to the Money tab, and click Draft.

2. Open the invoice you want to update and select Edit Invoice.

3. Click on the To (Bill Payer) or For (Student) field.

   1. To (Bill Payer) → If editing this first, the student will remain with the original selection.

   2. For (Student) → if editing this first, the bill payer will auto-populate to the primary bill payer of that student.

4. Select Save Invoice or Save and Approve Invoice to save changes

How to Edit the Bill Payer on an Approved Invoice

1. Navigate to the Money tab, and click Awaiting Payment.

2. Open the invoice and select Edit Invoice.

3. If payments or credit notes have been applied, you cannot edit the bill payer.

   

4. You can alter the bill payer if no payments or credit notes have been applied.

   

Awesome! You now know how to edit the bill payer for an invoice.

 Last Updated: 25 May 2023