Financial Reports
How to generate reports on financial information
By Richard and 1 other2 authors14 articles
General Overview
An overview of financial reports and how-tos
Financial Reports ExplainedAn overview of the financial reports that help you evaluate your income and outstanding payments.
Financial StatementsHow Admin and Customers can access statements for tax purposes
How to View Customer Payments & BalancesLearn the two ways to view balances and print Accounts Receivable reports
How to View Paid-in-Full AccountsThe best current way to see those who paid in full at enrollment
How to View Revenue by ProgramLearn a workaround for viewing money earned by Program name
Invoices & A/R Reports
Reports to collect payments
Invoices PageLearn how to filter and create Invoice Reports
How to Create an Invoice ReportLearn how to export filtered Invoice information
Invoice BuilderBuild an Invoice for specific Enrollees within a specific Location/Enrollment Period
How to Create A/R Aging & Payment ReportsLearn how to pull a report that shows all past due payments
Transaction & Export Reports
Reports to reconcile deposits with transactions
How to Run a Transactions ReportEasily run a report of all Transactions made within a certain time frame
How to Create a Charge/Discount Item ReportWant to see all your charge items or discounts used in the last week or month? Enrollsy has a report for that!
How to Create a Coupon Code ReportDownload a CSV Transaction Report to view Coupon Codes used
Account & Transaction ExportsHow to get a list of all accounts or transactions downloaded to a spreadsheet
Gateway ReportsLearn more about how to pull up reports within your Merchant Account Portals