If you have a Customer who pays you with cash or a paper check, follow these steps to record that payment in Enrollsy.
Step 1 - Post Transaction
There are two places you can post a Transaction (Invoice, Credit, Payment, or Refund):
1- Post Transaction Button (on an Account Billing page) - The "Post Transaction" button within a Customer's Account on their Billing page. Next, click the Collect Payment Button in the menu.
2- Plus Button beside invoices (left menu) - The Plus button beside "Invoices" on the left sidebar menu. Once you click "Collect Payment," follow these steps:
Step 2 - Collect Payment Option
Select "Collect Payment" from the options listed.
NOTE: If you click "Collect Payment" from the plus button (NOT in a specific Account), you can add more than one Account in this section.
Step 3 - Search for Account Holder/Enrollee
Under "Account," if you are already on the Customer's account, the Primary Account Holder's name will automatically pre-fill. If you are not on a specific Customer's account, you can search for the person's name in the search bar.
Step 4 - Collect Payment
In this section, you have three options:
Pay the Account Balance - will pay the balance on the Account
Pay specific Invoices - select one or more of the Invoices shown
Pay a Custom Amount - enter any amount
Step 5 - Set Up Transaction
Under "Set Up Transaction," you can do the following:
Change the Classification (company name, if there is more than one)
Add comments (public or private)
Edit the amount (click the pencil icon, and it will take you back to the Collect Payment step)
Choose the Payer from the list or add a new player (click the plus button to add another Payer)
Select the payment method (cash or check)
Print a receipt
Step 5 - Post Payment
The last step is to select "Post" to post the payment. All payments can be viewed on the Account Holder's Billing page under "Transaction History."