Overview of Account Balances in Enrollsy
Understanding and managing account balances in Enrollsy is crucial to maintaining accurate records and ensuring proper payment tracking. This article explains how to handle various account balance scenarios, including accounts with no invoices, zero balances, or positive balances.
Actions for Zero Balance Accounts
When an account in Enrollsy shows a zero balance with no current invoices, this indicates that there is nothing left to sync or adjust for that account. No further action is necessary in this scenario. Enrollsy will reflect the balanced status without requiring additional updates.
Actions for Positive Balance Accounts with No Invoices
If an account in Enrollsy has a positive balance (credit) but no current invoice:
The available credit cannot be linked to an invoice since one does not exist.
If the customer has any future invoices, the credit will be used when the next invoice generates.
If the customer has no future invoices, you can process a refund for the outstanding credit to rectify the balance. You will choose the second option on the refund, Refund payment and leave invoice open since you already have a credit. Once the refund is processed and synced (we sync periodically throughout the business day), the account will update to reflect the adjustment accurately.
Actions for Positive Balance Accounts with Future Invoices
If an account in Enrollsy has a positive balance (credit) and one or more future invoices:
The available credit will be linked to the next invoice that is generated.
If the customer has paid in full, you can do one of the following options:
Leave the credit on the account to be used up by each invoices as it's generated
Delete the future invoices (this is done on the payment plan by either removing the plan itself or removing the future payment events/amounts).
Create a new invoice that includes the total of all future invoices remaining
The payment will be synced to the new invoice during the next business day or you can request an Account Reconciliation on the chat box (options View Support Menu > Account Reconciliation)
Additional Resources
For more details on handling specific payment scenarios, refer to the "Invoices and Payments Overview" section in the Enrollsy help center.
Need help processing a refund? Check out our step-by-step guide for issuing refunds within Enrollsy.
By following these guidelines, you can ensure smooth management of account balances and maintain accurate, up-to-date records in Enrollsy.