Payments & Credits
How to post payments and credits
By Serena and 1 other2 authors14 articles
How to Add Payments & Charges to an AccountLearn how to properly record transactions in a customer's account
How to Post Bulk TransactionsPosting bulk transactions in Enrollsy saves you time and money!
How to Read the Transaction HistoryLearn how to understand the Customer Account page
Account Credits
All about credits and how to add or edit them
How to Give a Customer a CreditHow to post a general credit on an account or in bulk
How to Add or Edit Credits on a Customer AccountLearn how to adjust Credits, Prepayments or Gift Cards
How Accounts With a Credit Work at EnrollmentHow Enrollsy handles credits of existing Accounts
Payments
Instructions on how customers pay, how admins can post payments, etc.
How to Collect PaymentA guide on how to manually collect payments from customers
How to Add an Additional Payer to an AccountLearn about how to set up multiple payers on an account to pay for Enrollment fees or tuition
How to Cancel a Future Payment When Someone UnenrollsOnce a Customer withdraws from a Program, here's what to do with outstanding balances
How to Keep Track of Cash and Check Payments with DepositsIf you take cash or check payments, Enrollsy lets you keep track of them with Deposits
What to Do if a Customer Pays in FullHow to handle future Invoices/Payment Plans if someone decides to pay in advance
How to Modify the Enrollment or Charge Item Linked to a PaymentHow to adjust payment details on an Invoice
How to Make a Cash or Check PaymentSteps to recording a payment made with cash or a paper check
How to Split Payments Between Two Payment Methods When EnrollingWorkarounds for splitting the cost of enrollment between two different payment methods at checkout