ESA Invoice Creation
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Tuscany Sparrow
I recorded a video walkthrough with details of what we have to do here in Arizona to provide families with individualized PDF invoices they can submit for ESA payments. I've talked to dozens of other owners who are experiencing the same. Hoping this video helps get us support if we're doing something less efficient or helps elevate features that would be beneficial to us. Thank you! https://drive.google.com/file/d/16lg_mc_Z4PlVFFOjH3JiD2gfu86jaXgW/view?usp=sharing
Rich Hogan
Hey Tuscany Sparrow, thanks for putting this together (and for sharing the video) — super helpful context. Just so we’re clear on what Arizona ESA requires and where Enrollsy is falling short today: what exact fields have to be on each invoice for it to be accepted (student name, service dates, itemized services, provider info, totals, etc.)? And in Enrollsy right now, is the issue that you can’t generate an invoice in the needed format at all, or that you
can
but it’s a lot of manual steps (if so, which parts are you having to do by hand)? Lastly, do you need these invoices per student vs per enrollment/program vs per billing period/transaction — and about how frequently are you generating them?