Financial Reports
How to generate reports on financial information
By Serena and 1 other2 authors14 articles
General Overview
An overview of financial reports and how-tos
- Financial Reports — A Complete Guide to Enrollsy's Reporting ToolsFind the right report for invoices, statements, transactions, and reconciliation
- Accessing Financial Statements in EnrollsyHow Customers and Admins can print or export statements for tax purposes
- How to View Customer Payments & BalancesFive ways to view balances, payments, and Accounts Receivable reports
- How to View Paid-in-Full AccountsTwo ways to find accounts that paid in full at enrollment
- How to View Revenue by ProgramA workaround for viewing revenue earned by each Program
Invoices & A/R Reports
Reports to collect payments
- How to Use the Invoices PageHow to view, filter, and export invoices
- How to Export and Print InvoicesHow to generate invoice reports from the Invoices page or a Customer's Billing page
- Creating an Invoice Summary with the Invoice BuilderCreate a custom invoice summary for enrollees in a specific location and enrollment period
- How to Create A/R Aging and Payment ReportsLearn how to generate A/R Aging and A/R Payment reports to track past-due balances and recent payments
Transaction & Export Reports
Reports to reconcile deposits with transactions
- Viewing and Exporting TransactionsRun a report of all transactions made within a specific time frame
- Creating a Charge or Discount Item ReportView, print, or export charge and discount activity for a specific date range
- Creating a Coupon Code ReportDownload a CSV transaction report to see which coupon codes were used
- Exporting Accounts and Transactions to a SpreadsheetDownload your account or transaction data as a spreadsheet for reporting or bookkeeping
- Gateway ReportsLearn how to pull up reports within your merchant account portals