One of many features Enrollsy provides is bulk transactions that save you time and allow you to get off your computer and get back to work! Who doesn't love being able to press a button and watch an hour's worth of work get taken care of in moments?
There are three ways to get to where you can post bulk Transactions:
1 - Enrollees Table - Select the Enrollees from the list, then click on the "Post Transaction" button that appears on the right.
2 - Classes Page - Open the Class, then select the Enrollees. Click the "Post Transaction" button that appears on the right.
3 - Post Transactions Button - click the Plus [+] sign beside "Invoices" in the left menu.
Follow these steps to post transactions to multiple Accounts at once.
Select Accounts
Select the rows that need a transaction posted to their accounts from the Enrollments list.
Choose Invoices or Credits
Choose between creating bulk Invoices or Credits, or posting bulk Payments. See below for detailed instructions on each of these options.
Follow the steps below for each type of transaction you are posting:
Bulk Invoices
If posting Invoices, follow these steps.
Step 1 - Create Invoices
Click "Create Invoices" from the options listed under "Post Transaction:"
Step 2 - Add Accounts
You can add other Accounts or click "Next" to continue.
Step 3 - Invoice Date & Number
Under "Create Invoices," you can do the following:
Invoice Due Date: This date will be the Auto-Pay date if the Account has a payment method on file and their Auto-Pay setting is turned on.
NOTE: If the date is set in the past, Auto-Pay will NOT happen.
Invoice Number: Use the auto-generated Invoice number or enter your own. Click "Next" to continue.
Step 4 - Set Up Transaction
Under the "Set Up Transaction" section, enter the following information:
Classification (your company name)
Public comment (comments here the customer can view)
Private comment (comments here are office-only comments)
Step 5 - Enter Charge
Either enter the amount in the Total blank OR click on Charge Item to choose the proper fee and enter the amount below it (as shown below):
Click "Post" to post the Invoices.
Bulk Credits
If posting Credits, follow these steps.
Step 1 - Post Credit
Click "Post Credits" from the options listed under "Post Transaction:"
Step 2 - Add Accounts
Under "Account(s)," you can add other Accounts or click "Next" to continue.
Step 3 - Set Amount
Under "Post Credits," you can do one of the following:
Set all amounts to the same amount - Do this by clicking the "Set all to..." button and entering the amount and clicking "Submit." This will set all the amounts to the dollar amount entered.
Set individual amounts - Or you can set individual amounts by entering the dollar amount in the blanks beside each Account:
Click "Next" to continue.
Step 4 - Change Discount Item
Under "Post Credit," add the amount of the credit and the Discount Item that corresponds to the credit being given (or leave the Discount Item on the default "Misc Credit").
Click "Post" to post the credits.
Bulk Payments
If posting Payments, follow these steps.
Step 1 - View Accounts
In the window that opens at the top, you will see the list of Accounts you have selected to post a Payment to. You can scroll down on the right side to view all the Accounts.
Step 2 - Set Up Transaction
Under "Set Up Transaction," enter the following information:
Classification (your company name)
Public comment (comments here the customer can view)
Private comment (comments here are office-only comments)
Step 3 - Set Up Payment
Under "Set up Payment," enter the amount under "Total." The payer will be the account default. At this time, this cannot be edited. Then select the payment method from these choices:
Auto-Pay method on file (prefer ACH if Auto-Pay is not set) - This means that if the person does not have Auto-Pay on, and they have ACH set up as a payment method, this will be the payment method charged.
Auto-Pay method on file (prefer Credit Card if Auto-Pay is not set)- This means that if the person does not have Auto-Pay on, and they have a Credit Card set up as a payment method, this will be the payment method charged.
Cash - Customers will pay later by cash.
Check - Customers will pay later by paper check.
Click "Post" to post the Payments.