When a customer on a Payment Plan pays in full — or makes a payment larger than what's currently due — Enrollsy automatically applies the overpayment as a credit to their account. If no open invoice exists at the time of payment, the credit is held and applied to the next invoice as soon as it's generated.

If the customer has future invoices scheduled (from a Payment Plan), you have two options for handling them: let the system apply the credit automatically, or reconcile the account manually right away.

Choose Option 1 if you're okay waiting — Enrollsy will automatically apply the credit when each future invoice is billed. No action is needed on your part.

Choose Option 2 if you want to close out the Payment Plan right now — for example, if the customer has paid in full and you don't want future invoices to appear on their account at all.

If you don't need to take immediate action, Enrollsy will balance the account on its own. Here's what happens:

When a payment exceeds the amount on the current invoice(s), the surplus shows up as a Credit in the customer's Transaction History. This applies whether the payment was tied to a specific invoice or made as a general account payment.

As future invoices from the Payment Plan are billed, Enrollsy automatically applies the available credit to each one — no manual steps required.

If you'd prefer to close out the Payment Plan immediately rather than wait for future invoices to be billed, you can reconcile the account yourself. Follow these steps:

Step 1 — Create a new invoice. Create a single invoice for the remaining balance owed. See How to Create an Invoice that walks through how to create a new invoice.

Step 2 — Pay the invoice. Apply the payment or existing credit to the new invoice. See How to Pay an Invoice for the steps.

Step 3 — Delete future invoices. Remove any remaining scheduled invoices from the Payment Plan so the customer isn't billed again. See How to Stop/Delete Future Invoices for the steps.

Step 4 — Turn off Auto-Pay. If the customer has Auto-Pay enabled, turn it off to prevent any accidental charges. See How to Edit Auto-Pay Settings for the steps.

After completing all four steps, the account should be fully balanced. If it isn't, contact Enrollsy Support via the chat. Some payment-to-invoice syncing can only be performed by Enrollsy internally and is not available to Admin users at this time.