Recording & Collecting Payments
Core How-To's on collecting customer payments
By Serena and 1 other2 authors6 articles
- How to Collect Payment from a CustomerLearn how to manually post a payment to a customer's account — including electronic payments (credit/debit card or ACH), as well as cash and check
- Post Bulk TransactionsSave time by posting invoices, credits, or payments to multiple accounts at once
- How to Add Charges and Post Payments to a Customer's AccountStep-by-step instructions for recording charges, editing invoices, and collecting payments as an Admin
- How to Record & Track Cash and Check Payments with DepositsUse Enrollsy's Deposits feature to record and track cash and check payments after they've been deposited to your bank
- Splitting Payments Between Two Payment MethodsEnrollsy doesn't have a native split-payment option at checkout, but here are two workarounds to divide enrollment costs between two different payment methods
- When a Customer Pays in Full or in AdvanceHow Enrollsy handles overpayments and what to do with remaining Payment Plan invoices