Enrollsy

Serena Edwards

Richard Hogan

Information about the tools, reports, and options related to billing and payments

Billing & Transactions

Understand exactly when Enrollsy creates invoices, applies credits, and collects payments — and how each process works

How Enrollsy Automates Invoices, Credits, and Payments

Everything admins need to know to manage billing for any Account Holder or Enrollee

The Customer Billing Page

A guide for admins on what to do when a customer account has a zero balance, a credit with no invoices, or a credit with future invoices

Managing Account Balances

A guide to the key billing pages and tools you'll use every day to track payments, invoices, and customer accounts

Managing Billing in Your Admin Portal

Print payment receipts, account statements, invoice summaries, and past due notices from the Admin portal

Printing Receipts, Statements & Invoices from the Admin Portal

From enrollment to payment — what your customers see and do at every step

How Customers Experience Billing in Enrollsy

Overview of the billing system and billing practices

Billing Overview

Payments

Learn 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

How to Collect Payment from a Customer

Save time by posting invoices, credits, or payments to multiple accounts at once

Post Bulk Transactions

Step-by-step instructions for recording charges, editing invoices, and collecting payments as an Admin

How to Add Charges and Post Payments to a Customer's Account

Use Enrollsy's Deposits feature to record and track cash and check payments after they've been deposited to your bank

How to Record & Track Cash and Check Payments with Deposits

Enrollsy doesn't have a native split-payment option at checkout, but here are two workarounds to divide enrollment costs between two different payment methods

Splitting Payments Between Two Payment Methods

How Enrollsy handles overpayments and what to do with remaining Payment Plan invoices

When a Customer Pays in Full or in Advance

Core How-To's on collecting customer payments

Recording & Collecting Payments

How to reassign a paid invoice to a different Enrollment or update its Charge Items

How to Modify the Enrollment or Charge Item Linked to a Payment

Split enrollment fees or tuition between multiple payers using Auto-Pay

How to Add an Additional Payer to an Account

What to do with an outstanding balance when a customer withdraws from a Program or Class

Managing Payments After a Customer Withdraws

A guide to every column, color, and status indicator on a customer's Account page

How to Read the Transaction History

Account & Payer Management

Manually add, update, change, or remove a Payment Plan for an individual enrollee

Add or Edit a Payment Plan on an Account

Filter by Payment Plan using the Enrollees Table, Invoices page, or the Invalid Payment Plans notification

View Who Has (or Doesn't Have) a Payment Plan

Understand, add, and remove Payment Plans directly from an enrollee's Enrollment Card

Enrollment Cards and Payment Plans

Resolve a Payment Plan that became invalid after an enrollment was changed

Fix an Invalid Payment Plan

How to edit existing payment plans on accounts

Payment Plans

Automatically collect payments from customers without manual intervention

Auto-Pay Overview

Control whether customers can opt in, opt out, or are required to use automatic payments — at the company level or per account

Auto-Pay Settings: Company-Wide and Individual Controls

See Auto-Pay status for every enrollee from one screen, then turn it on or off for any account

View Who Is or Isn't on Auto-Pay

Close the open invoice and turn off Auto-Pay when canceling an enrollment to stop future charges

Prevent Duplicate Auto-Pay Charges After Cancellation

Auto-Pay

Add a bank account or credit card to a customer's account, or replace one that's already on file

How to Add or Update a Customer's Payment Method

Learn how EnrollsyPay deposits, fees, and settlement times appear on your bank and merchant statements

Understanding Your Credit Card and ACH Deposits, Fees, and Settlement Times

Understand why an ACH payment gets rejected, what happens in Enrollsy when it does, and how to pull a report

Failed ACH Payments: Why They Happen and How to Track Them

Learn why Auto-Pay declines a card, who gets notified, and the steps to fix it and get the payment through

What Happens When a Credit or Debit Card Payment Is Declined

ACH/Credit Cards

Cancel a payment before it batches to the bank — for payments made by Customers or Admins

How to Void a Payment

Step-by-step instructions for refunding electronic, cash, and check payments — including how to handle cancellation fees and credits

How to Issue a Refund

Learn when a refund should include a credit — and when it shouldn't

Refund Credits: When to Leave Them On vs. Take Them Off

Troubleshoot is a refund is processed or declined, and how to cancel one

Refund Troubleshooting

Fix an accidental over-refund in two simple steps

What to Do If You Over-Refund a Customer

Refunds & Voids

Offset your credit card processing costs by automatically charging customers a flat fee, percentage, or tax on every electronic payment

Convenience Fees & Pass-Through Taxes: How They Work and How to Set Them Up

Charge a price per unit — like $10 per T-shirt — and let Enrollees choose how many they need at enrollment

How to Create Calculated Fees (Quantity-Based Charges)

Remove processing fees tied to canceled enrollments, or delete standalone/unwanted transactions

Delete or Manage Card Processing Fees

Fees

Understand what a chargeback is, how it's different from a refund, why they happen, what they cost your school, and how the dispute process works from start to finish

About Chargebacks: What They Are, Why They Happen, and How the Process Works

A step-by-step guide to responding to a chargeback notice, submitting evidence, and protecting your revenue

How to Dispute a Chargeback

Practical steps to reduce credit and debit card disputes, protect your revenue, and stay in good standing with payment processors

How to Prevent Chargebacks

Learn what happens when an ACH payment is returned, why it occurs, and how to resolve or prevent it going forward. (ACHQ merchants only)

About ACH Returns: What They Are, Why They Happen, and How to Resolve Them

Chargebacks

How to manage invoices, charges, and discounts

Invoices, Charges & Discounts

Learn how to find a Customer's invoice and post a credit card, ACH, cash, or check payment

How to Pay an Invoice

Email or text an invoice so a customer can view and pay it

How to Send an Invoice to a Customer

Print current, paid, or future invoices, or export them to a CSV file

How to Download, Print, or Export Invoices

Control which invoices your customers can see in their account

How to Hide Paid or Future Invoices in the Customer Portal

Creating and managing invoices when a company covers enrollment costs

How to Handle Invoicing When a Company Pays for Enrollment

Learn why an invoice might not show as paid and how to fix it

Troubleshoot Unpaid Invoices

Learn what Future, Current, and Paid invoices mean, how payments are applied across multiple invoices, and how to view invoices scheduled further out

About Invoices: Statuses, Payment Allocation, and Future Totals

Add charges that were never billed and refund charges applied by mistake

How to Fix Billing Mistakes: Missing or Accidental Charges

Overview on Invoices (how to pay, send, download, print, etc. invoices))

General Overview

Collect a payment at enrollment and credit it toward a future charge like tuition

How to Set Up and Use the Deposit Feature

Set up charge items and discount items to save time on tuition, fees, and discounts

Creating and Editing Charge Items & Discount Items

Choose the right setup for one-time and recurring donations in Enrollsy

How to Collect Donations

Charge & Discount Items

Learn how to post invoices individually or in bulk

How to Create an Invoice

Charge or credit an entire Class or a custom View in just a few steps

How to Bulk Create Invoices or Post Credits for Multiple Enrollees

Learn where Invoices live in Enrollsy and how to edit them

How to View, Edit, or Delete Invoices

Learn when your Auto-Pay reminders or Invoices will be sent out automatically

How to Configure Invoice Notifications & Dates of Service in Payment Plans

Add public and private comments when creating, posting, or editing invoices and transactions

How to Add Notes to Invoices and Transactions

How to create, view, edit and delete Invoices

Create & Edit Invoices

Add invoices to an account that are due at a future date by creating or editing a payment plan

How to Create and Edit Future Invoices

Steps to stop future invoices in bulk or remove them from a single Account

How to Stop or Delete Future Invoices

Future Invoices

All about how to issue credits, gift cards or prepayments

Credits, Gift Cards & Prepayments

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

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

Credits

Learn how to create and use Gift Cards in Enrollsy

Admin Users Guide to Gift Cards

Check out the most frequently asked questions about the Gift Card feature for Customers/Account Holders

Gift Card FAQ for Customers

Learn about Gift Cards: How to purchase them and what they're used for

Customer Guide to Gift Cards

How to manage gift cards from the admin & customer portals

Gifts Cards

Customers can pay in advance with the prepayment feature

How to Set Up a Prepayment or Pre-Registration

Learn how to add a Prepayment to a customer's account on the Billing page

How to Add a Prepayment to an Account or an Invoice

Prepayments

Enrollsy.com

Pricing

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