Enrollsy lets you leave a note any time you post or edit an invoice, credit, or payment on a customer's account. You can choose between two comment types: a Public comment, which the customer can see in the Customer Portal, and a Private comment, which is internal-only and visible to Admin Users. Both comment types have a 500-character limit. There are several ways to add a comment depending on where you're working in Enrollsy, covered in the sections below.

Follow these steps to add a note while creating a new invoice from a customer's Billing page.

Go to a customer's Billing page and click Post Transaction at the top of the page.

In the window that opens, select Create Invoices. The account holder's name populates automatically — select the enrollment from the dropdown menu, then click Next.

Enter the invoice due date. If the account has a payment method on file with Auto-Pay turned on, this due date also becomes the Auto-Pay date. Enter an invoice number or accept the system-generated one, then click Next.

Add a Public comment and/or Private comment. A public comment appears in the transaction history for the account holder to view; a private comment is visible only to Admin Users. Comments are limited to 500 characters.

Scroll down, select the appropriate charge item from the dropdown and enter the amount. Do the same for any credits, then post the invoice.

Follow these steps to add a note when posting a credit or collecting a payment using the Post Transaction button.

Click the plus (+) button beside Invoices in the left sidebar menu.

Select one of the four options: Create Invoices, Post Credits, Collect Payment, or Refund/Void Payment.

A window opens where you can enter the charge, credit, or payment. Add a Public comment and/or Private comment to further describe it.

You can also add or edit a comment on a transaction that's already been posted. There are two ways to do this, depending on where you're working.

On the Invoices page, click Edit beside an invoice.

Within the invoice, click the three dots on any line item, then click Edit.

Add a Public comment or Private comment.

Go to a customer's Billing page. Under Transaction History, click the three dots on any line item and select Go to Invoice.

Once in the invoice, click the three dots beside the transaction you want to comment on, then select Edit.

Add a Public comment or Private comment, then click Save.

Once you've added a public or private comment, you can view it directly in the Transaction History. Hover over a private comment to make it more prominent and easier to read.