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Sometimes you need to post a transaction to an account manually. Posting a transaction, be it a charge or a payment, can be done by following these steps:

how to post a transaction in Enrollsy

Step 1 - Open Transaction Drawer

Open the transaction drawer using the left sidebar Transaction item.

-- OR --

Open the drawer for a specific account by using the Post Transaction option in the Transaction History section of the Billing Tab:

open transaction drawer in Enrollsy

Step 2 - Search for Account

*If you used the Post Transaction button in STEP 1, you can skip this step.

Search for the Account and select the enrollment this charge (or payment if you are trying to collect tuition) applies.

Step 3 - Post Payment/Charge

Click Post payment if you intend to add a payment for something like a T-shirt.

Optionally, you can also click Post Charge if you want to have a bill attached to the payment. If the payment/bill is going towards a specific Enrollee's Program, choose the correct program from the Enrollee Program dropdown list.

post a payment or charge in Enrollsy

Step 4 (Optional) - Add Comment

Add an internal private comment and/or a public memo comment, viewable on the transaction history of the Account that is paying.

comment on trasactions in Enrollsy

Step 5 - Amount/Method

Choose the amount they will pay and the method used for paying:

set up charges and payments in Enrollsy

Step 6 - Post

Click Post and optionally choose whether to print a receipt:

print a receipt in Enrollsy

Further Reading: ‍

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