In Enrollsy, it’s important to ensure that billing is correctly processed for all enrollees, whether they were added manually or through bulk enrollment. Sometimes enrollees may be missed during automated billing processes. This article provides step-by-step instructions for adding or managing billing in such cases, along with tips on payment plans and bulk invoicing.
Handling Missed Charges for Individual Enrollees
If an Enrollee was manually enrolled but no charges are showing on their account, billing needs to be added manually. Follow these steps:
Create a Manual Invoice: Go to the Enrollee or Account Holder's account in Enrollsy. Generate an invoice that includes the charges that should have been billed. Ensure the invoice reflects any amounts already paid, if applicable. Save the invoice.
Add a Payment Plan (if applicable): After creating the invoice, set up a payment plan if the account should follow a specific payment schedule. Payment plans help in breaking down charges into scheduled payments.
Bulk Invoicing for Missed Charges
If multiple enrollees were added without being charged, you can use the bulk invoicing feature to generate invoices for all affected enrollees at once.
Identify the Affected Group: Navigate to the program or group of enrollees in Enrollsy who need to be invoiced.
Run a Bulk Invoice Process: Use the bulk invoicing tool to issue charges to all selected enrollees in a single action. Review and confirm the invoicing details before finalizing the action.
Related Features: Setting Up Payment Schedules
After creating invoices, consider setting up payment plans for affected accounts. Payment plans are particularly useful for:
Accounts needing to pay in installments.
Managing recurring payments for future enrollments or charges.
Troubleshooting Common Issues
Invoices Not Generating Automatically: Check enrollee settings to ensure they are correctly configured for billing cycles.
Bulk Invoice Errors: Ensure all enrollees are part of the selected group when running the bulk invoice process.
Summary
To manage missed billing, Enrollsy offers both manual and bulk invoicing options. By generating manual invoices for individual families or using the bulk invoicing tool for multiple enrollees, you can ensure all charges are accounted for. Additionally, setting up payment plans can streamline ongoing billing for affected accounts.