How to Send Invoices?

Professional financial management is the backbone of a successful training center. CPR Enroll  provides a streamlined, intuitive platform designed to handle your billing effortlessly. Whether you are issuing a general business invoice or a specific student invoice, this guide will walk you through the process of creating and sending professional billing documents in just a few clicks.

By the end of this tutorial, you will be able to navigate the invoicing landscape with confidence, ensuring your administrative processes remain as efficient as your life-saving training.

Follow these steps to generate and deliver your invoices:

1. Navigate to Payments: From the CPR Enroll Launchpad, locate the Payments option in the left-hand menu, situated directly below "Enrollments."
   
   
   

2. Access the Invoices Section: Once clicked, you will be redirected to the Invoices Section. This central hub allows you to view your full Invoice List, track payment statuses, and review specific billing details at a glance.
   
   
   

3. Start a New Invoice: Look for the plus (+) button. Clicking this will open the Create Invoice interface.
   

4. Automatic Data Entry: For your convenience, the Invoice Number and Issue Date are automatically generated and set to the current date, saving you manual entry time.
   

5. Set the Due Date: To establish a payment timeline, click the Set Due Date button and select the appropriate deadline from the calendar.
   

6. Identify the Recipient: In the Billed To section, click + Add A Biller to select or enter the details of the individual or organization receiving the invoice.
   
   
   

7. Add Products or Services: Click + Add An Item to list the specific courses, certifications, or products you are billing for. You can add multiple line items if necessary.
   
   

8. Include Custom Notes: Below the line items, you have the option to add specific Notes or Terms. Use this space for payment instructions, late fee policies, or a simple "Thank You" to your clients.
   

9. Finalize and Deliver: Perform a quick review of the details to ensure accuracy. When you are ready, click Send Invoice to deliver the document directly to your client’s inbox.
   
   

By mastering these steps, you have significantly reduced the time spent on manual tracking and ensured a higher level of accuracy in your financial records. The ability to create tailored invoices directly within the CPR Enroll platform is a powerful tool for any administrator.

As you implement these features, your administrative workflow will become more synchronized, allowing you to dedicate your energy to providing exceptional education and training. If you have further questions or require specific assistance with more complex billing scenarios, our support resources are always available.

Wishing you continued success in growing your training center!