When your program accepts cash or check payments, Enrollsy gives you a way to record those Deposits and keep your payment history organized. Creating a deposit in Enrollsy marks that a batch of payments has been deposited into your bank account, so your records stay accurate and up to date.
The Deposits page is your central hub for tracking cash and check payments. From here, you can view all Deposits you've recorded and see your full deposit history at a glance.
NOTE: IIf you sync Enrollsy with QuickBooks and use QuickBooks to track your Deposits, you do not need to record Deposits in Enrollsy as well.
Record a Deposit
On the Deposits page, you'll see a list of undeposited payments organized by payment type (Cash or Check). Follow these steps to create a Deposit:
Click the blue Create a Deposit button.
Check the individual cash or check payments you want to include in the Deposit.
Click Submit.
Once submitted, your new Deposit will appear in the Deposit History.
NOTE: Recording a Deposit in Enrollsy does not transfer any funds. You will still need to make the actual bank Deposit using your company's standard process.
Delete a Deposit
If a Deposit was recorded in error, you can delete it from the Deposit History. Deleting a Deposit removes it from Enrollsy only — it does not reverse or undo any funds already deposited to your bank. The payments that were part of the deleted Deposit will return to your undeposited payments list.
Go to the Deposits page and find the Deposit you want to delete in the Deposit History.
Click the arrow next to the Deposit to expand it.
Click the red Delete button.
