There are three ways to find enrollees based on their Payment Plan status in Enrollsy:
Enrollees Table/Custom Report — Best for building a filtered, exportable list
Invoices Page — Best for viewing Payment Plan details by invoice status
Invalid Payment Plan Notification — A quick indicator when a Payment Plan needs attention
Each method is covered below.
Enrollees Table/Custom Report
The Enrollees Table is the best way to view and report on who has — or doesn't have — a Payment Plan. Head to the Enrollee Table page and follow the steps below.
Step 1 - Choose Payment Plan Column(s)
Click the Columns button to open the column management drawer.
The drawer opens to the SHOW / HIDE tab by default. You can show or hide fields across four categories using either "Select all" or by checking individual fields. Under the Enrollment category, check one or both Payment Plan fields:
Payment Plan Type — the type of plan assigned to the enrollment
Payment Plan Name — the name you gave the plan
Payment Plan Type will be one of the following values:
None — no Payment Plan is attached to the enrollment. This can happen when:
The enrollment is free
The enrollment was paid in full at the time of enrollment
An admin deleted the Payment Plan after enrollment
An admin re-enrolled someone and didn't add a new Payment Plan
Scheduled (most common)
Installment
Subscription
NOTE: If an admin does a manual enrollment and deselects all Charge Items, the enrollment will show a Payment Plan type (Scheduled, Installment, or Subscription), but until Charge Items are added, the Payment Plan is effectively just a name with no invoicing attached.
Payment Plan Name is whatever name was given to the plan when it was created — for example: "1st Monthly," "15th Monthly," "Scheduled," "Equal Installments," or "Monthly Subscription."
Step 2 - Reorder Columns (Optional)
If you want to reorder how your columns appear, switch to the Reorder tab in the drawer and drag columns up or down to your preferred order.
Click Done to apply your changes.
Step 3 - Filter
Use Filters to narrow your results. Under the Payment Plans filter section, you can filter by:
One or more Payment Plan Types (Scheduled, Installment, or Subscription)
One or more Payment Plan Names
Step 4 - Save as a View
Views let you save your column and filter preferences so you can reload them anytime without having to reconfigure.
After setting up your preferred columns and filters, click the Views button, then select Save View at the bottom of the drawer. Give the view a name and click Save.
To reload a saved view, click Views and select it from the list. See Create, Edit, and Manage Saved Views on the Enrollee Table for full details.
Step 5 - Print Or Export
Once your data is filtered and your columns are set, select the records you want to include by checking the Select all checkbox or the individual checkboxes to the left of each row. Then click the download or print icon.
NOTE: If your list has more than 100 records, page through the table and click Select all on each page until the total count shown in the selection bubble is correct.
Invoices Page
The Invoices page shows Payment Plan details organized by invoice status. Make sure the correct Location is selected in the top right and set your date range before reviewing.
Choose the invoice type that matches what you need:
Current Invoices — Active invoices showing the current Payment Plan
Paid Invoices — Completed invoices showing past Payment Plan(s)
Future Invoices — Upcoming invoices with an assigned Payment Plan
Click on the Primary Account Holder's name to go to the Account Billing page and view full Payment Plan details including amounts and due dates.
NOTE: The Invoices page shows only enrollees who have a Payment Plan. It cannot be used to find enrollees who do not have one. Use the Enrollees Table (Method 1) for that.
Invalid Payment Plan Notification
When a Payment Plan becomes invalid, a notification banner appears in the top right corner of Enrollsy alerting you to the issue.
A Payment Plan becomes invalid when an enrollment is changed after the fact — for example, when re-enrolling someone into a different Program, reassigning them to another Class, or moving them to the Unassigned list. The original Payment Plan becomes invalid because it's no longer tied to a valid enrollment context.
To resolve invalid Payment Plans, see How to Fix an Invalid Payment Plan.