Enrollsy

How to post a general credit on an account or in bulk

How to Post Credits to an Account

How Enrollsy automatically applies an existing account credit when a customer enrolls

How Account Credits Are Applied at Enrollment

Serena Edwards

Credits given to customers (including gift cards, misc credits, and prepayments)

Credits

Enrollsy.com

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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