Enrollsy

Serena Edwards

All about how to issue credits, gift cards or prepayments

Credits, Gift Cards & Prepayments

Post, link, and delete credits on an account — plus how to manage gift cards and prepayments

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

How to create, view, and manage Gift Cards as an Admin in Enrollsy

Admin Guide to Gift Cards

Answers to common questions about buying, sending, and redeeming Gift Cards

Gift Card FAQ for Customers

How to buy, send, redeem, and use a gift card in Enrollsy

Gift Cards — A Customer's Guide

How to manage gift cards from the admin & customer portals

Gifts Cards

Let customers pay in advance and apply the balance automatically at enrollment

How to Set Up a Prepayment or Pre-Registration

Apply a prepayment to an account, a current invoice, or a future invoice from the Billing page

How to Add a Prepayment to a Customer's Account or Invoice

Prepayments

Enrollsy.com

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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