How to Send Invoices?

Modified on Thu, 14 May at 9:00 PM

CPR Enroll+ has a built-in invoicing system that lets you bill corporate clients, individual students, or any other customer directly from the platform. Invoices can be created with custom line items, rich-text terms and notes, and a PDF preview before sending. This is ideal for B2B training contracts, group class billing, or any situation where a student or client needs a formal invoice rather than an automated payment receipt.

Follow these steps to generate and deliver your invoices:

Navigate to Payments: From the CPR Enroll Launchpad, locate the Payments option in the sidebar, situated directly below "Enrollments."
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.
Start a New Invoice: Look for the plus (+) button. Clicking this will open the Create Invoice interface.
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.
Set the Due Date: To establish a payment timeline, click the Set Due Date button and select the appropriate deadline from the calendar.
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.
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.
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.
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.

Adding Line Items

In the Items section, click the Items dropdown to select from your pre-defined reusable items (see Payments > Products > Items to create these).
Or click Add Custom Item to enter a description, quantity, and rate manually.
Add as many line items as needed — the invoice totals update automatically.
Apply a tax rate from the Tax dropdown if applicable.

✔ Save time with reusable items

Create your most common billing items (e.g., "BLS Provider Class — Per Seat", "Instructor Fee") in Payments > Products > Items. They then appear in the Items dropdown on every invoice, saving you from typing the same descriptions repeatedly.

Adding Notes and Terms

Use the Notes field (rich text) to add any customer-facing notes — payment instructions, thank-you messages, or class-specific details.
Use the Terms field (rich text) to include your payment terms, late payment policy, or legal language.
Both fields support Custom Values merge fields — click the Custom Values button in the editor toolbar to insert dynamic data such as your organization name, address, or contact details.

Previewing and Sending the Invoice

Click Preview to see the invoice as a PDF before sending. Review for accuracy.
Click Save to save the invoice as a Draft.
To send the invoice to the client, use the send/email action from the invoice row in the Invoices list.

Tracking Invoice Status

The Invoices list view shows four status summary cards at the top:

Draft — saved but not yet sent
Coming Due — sent and approaching the due date
Paid — payment has been received
Overdue — past the due date and unpaid