Billing & Transactions
Information about the tools, reports, and options related to billing and payments
By Richard and 1 other2 authors55 articles
General Overview
Overview of the billing system and billing practices
Automated Invoices, Credits, & PaymentsLearn how and when Invoices are created, credits are applied, and payments are collected using Enrollsy's automated system
About the Customer Billing PageLearn more about the Billing page found for each Enrollee/Account Holder
About Enrollsy V2 Billing PracticesReview the main differences in our old (V1) and new (V2) billing systems
How to Transition to the V2 Billing SystemLooking for an upgrade to your billing system?
Transactions
How to post payments and other transactions
How to Add Payments & Charges to an AccountLearn how to properly record transactions in a customer's account
How to Post Bulk TransactionsPosting bulk transactions in Enrollsy saves you time and money!
How to Read the Transaction HistoryLearn how to understand the Customer Account page
Statements & Receipts
Print and download payment receipts and statements
How to Download/Print a Past Due NoticeNeed to give Customers with a balance a notice? Enrollsy makes it easy!
How to Build an Invoice SummaryHere's the steps to printing an Invoice Summary by Location and Enrollment Period
How to Print Receipts and StatementsPrint customer payment receipts and account statements as an Admin
Invoices
How to create create, pay, download, send, or delete invoices
Troubleshoot Unpaid InvoicesFind out the reasons why Invoices do not show as "paid"
Payments
Instructions on how customers pay, how admins can post payments, etc.
How to Collect PaymentA guide on how to manually add payments in billing with payment plans
How to Add an Additional Payer to an AccountLearn about how to set up multiple payers on an account to pay for Enrollment fees or tuition
How to Cancel a Future Payment When Someone UnenrollsOnce a Customer withdraws from a Program, here's what to do with outstanding balances
How to Keep Track of Cash and Check Payments with DepositsIf you take cash or check payments, Enrollsy lets you keep track of them with Deposits
What to Do if a Customer Pays in FullHow to handle future Invoices/Payment Plans if someone decides to pay in advance
How to Modify the Enrollment or Charge Item Linked to a PaymentHow to adjust payment details on an Invoice
How to Make a Cash or Check PaymentSteps to recording a payment made with cash or a paper check
Account Credits
All about credits and how to add or edit them
How to Give a Customer a CreditApplying a credit to an account is easy in Enrollsy
How to Add or Edit Credits on a Customer AccountLearn how to adjust Credits, Prepayments or Gift Cards
How Accounts With a Credit Work at EnrollmentHow Enrollsy handles credits of existing Accounts
Refunds/Voids
Instructions on voiding or refunding any kind of payment
How to Void a PaymentLearn about voiding customer payments (made by Customers or Admins)
How to Issue a Cash or Check RefundHow to issue a refund for someone who paid with cash or check
How to Refund an Electronic PaymentLearn how to do full or partial refunds for credit card and ACH payments
What to Do About Accidental ChargesWhat to do when you charge a customer accidentally
Why a Refund Declines and What to Do About ItHere are the most common reasons why a refund would be declined
Refund Credits: Leave On or Take Off?Learn when to use the a credit with a refund and when not to
How to Cancel a RefundRefund cancellation goes through the merchant provider and can take weeks to process
How to Know if a Refund Was Processed
Auto-Pay
All about automatic payments
How to Edit Auto-Pay SettingsHow to make sure Customers can't opt in/opt out of automatic payments
How to View Who Is or Isn't on Auto-PayViewing Customers on Auto-Pay in four easy steps
About Auto-PayLearn how Auto-Pay works in Enrollsy
How to Force Customers to Set Up Auto-PayFind out how to make automatic payment required on Enrollment