Edit The Billpayer On An Invoice

Scenarios
  • 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.

How to edit the billpayer on an invoice 

Editing the Billpayer on an invoice allows you to send the invoice to another one of your customers. The individual you want to assign as the billpayer for this invoice must be an active customer in your Enrolmy customer's list.

  1. Navigate to the Money tab, click Awaiting Payments or Draft.
  2. Select the invoice and click on the To (Bill Payer) or For (Student) field.
  3. Type the name of the preferred bill payer of this invoice, a drop tab will come down showing your active Enrolmy contacts.
  4. Select the name of the billpayer. This will autofill all the corresponding details to the selected person.
  5. Click the orange arrow to confirm and save changes. 
  6. Re-send Invoice by clicking the email feature. 

 

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

 

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