Bulk transactions let you post invoices, credits, or payments to multiple accounts simultaneously — without opening each account individually. This is useful for billing a group of enrollees at the same time, applying credits across accounts, or recording payments in batch.
NOTE: If an account has Auto-Pay enabled, posting an invoice will automatically charge them on the due date.
Before You Start
Make sure the following are set up in Enrollsy before running a bulk transaction:
Charge Items are required to post bulk invoices. If your charge items haven't been configured yet, set those up first.
Discount Items are required to post bulk credits. Make sure the correct discount items exist before proceeding.
Payment methods should be on file for any accounts you plan to charge via Auto-Pay. If an account does not have a payment method on file, see the note in the Bulk Payments section below.
Auto-Pay must be enabled on an account for a payment to process automatically when an invoice is posted. Having a payment method saved is not enough on its own — Auto-Pay must also be turned on.
Getting Started
There are three places in Enrollsy where you can initiate a bulk transaction:
Enrollees Table — Select enrollees from the list, then click the Post Transaction button that appears on the right.
Classes Page — Open a class, select enrollees, then click the Post Transaction button that appears on the right.
Invoices Menu — Click the [+] (plus) icon next to Invoices in the left navigation menu.
Select Accounts
Regardless of where you start, check the box next to each enrollee row you want to include in the bulk transaction.
Choose a Transaction Type
After selecting accounts, click Post Transaction. Choose one of the following:
Create Invoices — Charge multiple accounts at once
Post Credits — Apply a credit to multiple accounts
Post Payments — Record a payment across multiple accounts
Follow the steps below for the transaction type you need.
Bulk Invoices
Use this option to create and send invoices to multiple accounts at the same time.
Step 1 — Select "Create Invoices"
Click Create Invoices from the Post Transaction options.
Step 2 — Add Accounts
Review the accounts already selected. To include additional accounts, add them here. Click Next to continue.
Step 3 — Set Invoice Date and Number
Under Create Invoices, configure the following:
Invoice Due Date: Set the date the invoice is due. If the account has a saved payment method and Auto-Pay is enabled, this date will trigger the automatic charge.
Invoice Number: Use the auto-generated number or enter a custom one.
Click Next to continue.
Important: If the due date is set to a date in the past, Auto-Pay will not be triggered.
Step 4 — Set Up the Transaction
Under Set Up Transaction, fill in the following:
Classification — Select your company name or the appropriate category
Public Comment — Notes the customer will be able to see
Private Comment — Internal office notes, not visible to the customer
Post Charge is checked by default. If you also want to post a credit alongside this invoice, check the credit option here as well.
Step 5 — Enter the Charge
Click Add Charge Item and select a charge item from the dropdown. The list pulls from your Items page and is sorted alphabetically. You can add multiple charge items per invoice — including the same item more than once with different amounts.
Note: If you enter an amount directly in the Total field instead of adding a charge item, it will not be linked to any charge item.
Step 6 — Add a Credit (Optional)
If you enabled the credit option in Step 4, enter the credit amount and select the corresponding Discount Item.
Click Post to submit all invoices.
Bulk Credits
Use this option to apply a credit to multiple accounts at once.
Step 1 — Select "Post Credits"
Click Post Credits from the Post Transaction options.
Step 2 — Add Accounts
Review the accounts already selected. To include additional accounts, add them here. Click Next to continue.
Step 3 — Set Amounts
You have two options:
Same amount for all accounts — Click Set all to..., enter the amount, and click Submit. This applies the same credit to every account in the list.
Individual amounts per account — Enter a different dollar amount in the field next to each account.
Click Next to continue.
Step 4 - Select the Discount Item
Confirm the credit amount and select the Discount Item that corresponds to the type of credit you are applying.
Click Post to apply the credits.
Bulk Payments
Use this option to record a payment against multiple accounts at once.
Step 1 — Review Selected Accounts
After selecting Post Payments, a window will open showing all accounts you selected. Review the list to confirm it is correct.
Step 2 - Set Up the Transaction
Under Set Up Transaction, fill in the following:
Classification — Select your company name or the appropriate category
Public Comment — Notes visible to the customer
Private Comment — Internal notes, not visible to the customer
Step 3 - Set Up the Payment
Under Set Up Payment, enter the total amount. The payer defaults to the account's default payment method. Select how the payment will be collected:
Auto-Pay method on file (prefer ACH) — If the account does not have Auto-Pay enabled but has ACH saved, Enrollsy will use ACH to process the payment.
Auto-Pay method on file (prefer Credit Card) — If the account does not have Auto-Pay enabled but has a credit card saved, Enrollsy will use the credit card.
Cash — The customer will pay by cash at a later time.
Check — The customer will pay by paper check at a later time.
What happens if an account has no payment method on file?
If you select an Auto-Pay option (ACH or Credit Card) and an account in the bulk selection has no payment method saved, that account will be skipped — no payment will be posted for them. The transaction will still process for all other accounts that do have a payment method. You will need to collect payment from the skipped accounts separately.
To avoid this, review each account for a saved payment method before running a bulk payment, or select Cash or Check as the payment type if you intend to collect manually later.
Click Post to record the payments.