Financial Reports
How to generate reports on financial information
By Serena and 1 other2 authors23 articles
Financial Reports ExplainedAn overview of the financial reports that help you evaluate your income and outstanding payments.
Financial Reports ChartA summary of the various financial reports that enable you to assess your income and outstanding payments.
How to View Customer Payments & BalancesLearn the two ways to view balances and print Accounts Receivable reports
How to View Revenue by ProgramLearn a workaround for viewing money earned by Program name
How to View Paid-in-Full AccountsThe best current way to see those who paid in full at enrollment
Financial StatementsHow Admin and Customers can access statements for tax purposes
Invoice HistoryLearn how Customers can view their Current, Paid, and Future Invoices
Download a Transaction ReportPractice downloading a Transaction Report to ensure pricing is configured correctly
Collections Reports
Reports to collect payments
How to Create an Invoice ReportLearn how to export filtered Invoice information
How to Create A/R Aging & Payment ReportsLearn how to pull a report that shows all past due payments
Invoices Page > Current InvoicesHow to view Current and Past Due Invoices
Enrollee Table: CustomizedCreate a custom financial Report using info from the Enroll Form
Invoice BuilderBuild an Invoice for specific Enrollees within a specific Location/Enrollment Period
Reconciliation 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 Items 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
Charge Item ReportUse this report to view specific charge item charges over a specific period of time
Discount Item ReportUse this report to view specific discount items over a specific period of time
Transaction ReportCreate a report of all Transactions made within a certain time frame
Gateway ReportsLearn more about how to pull up reports within your Merchant Account Portals
Invoices PageLearn how to filter and create Invoice Reports
Account & Transaction ExportsHow to get a list of all accounts or transactions downloaded to a spreadsheet
How to Export TransactionsExport transactions to import into accounting software