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
- 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 & 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