How to Give a Customer a Credit

Applying a credit to an account is easy in Enrollsy

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Sometimes you need to post a credit to an account manually. Posting a credit can be done from several areas in Enrollsy:

Post Credit within Invoice

The place you SHOULD post a credit is directly to an Invoice. If you don't have a current Invoice (i.e., there's a Future Invoice that hasn't been posted to the Account yet,

Step 1 - Edit Invoice

Click "Manage" beside "Current Invoices," or "Paid Invoices." Select "Edit" beside the Invoice you need to add the credit to. Within this invoice, click the plus button.

Step 2 - Post Credit

Select "Post Credit" from the top options.

Step 3 - Amount & Discount Item

Scroll down to add the amount of the credit and the Discount Item that corresponds to the credit being given.

Step 4 - Link Enrollment to Credit

If you want to link the credit to an enrollment, here's how:

  1. Add the credit using the new "Post Credits" flow above

  2. After it's created, click on "Edit"

On the "Edit Transaction" screen, choose the Enrollee Program from the dropdown menu.

Post Transaction Button

There are two places you can post a Transaction (Invoice, Credit, Payment, or Refund).

  • Plus Button beside invoices (left menu) - The first is the Plus button beside "Invoices" on the left sidebar menu.

  • Post Transaction Button (on an Account Billing page) - The second place is the "Post Transaction" button within a Customer's Account on their Billing page.

Once you click "Post Transaction," follow these steps:

Step 1 - Post Credits Option

Click "Post Credits."

Step 2 - Search for Account(s)

Search for the Account(s) in the search bar. Or if you are already on a person's Account, their name will autopopulate (if you click "Post Transaction" on the Billing page).

NOTE: You can add multiple Accounts by clicking the "Add Another Account" button.

Click Next to continue.

Step 3 - Post Credits

Enter the credit amount to apply.

Step 4 - Add Comments

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 - Set Up Transaction

Enter the credit amount. Then choose the type of credit (or Discount) it will be. You can set up your own "Discounts" or credits. This article shows you how to do that.

Click Post and you're done!

Step 6 - Link Enrollment to Credit

If you want to link the credit to an enrollment, here's how:

  1. Add the credit using the new "Post Credits" flow above

  2. After it's created, click on "Edit"

On the "Edit Transaction" screen, choose the Enrollee Program from the dropdown menu.

Manage Credits (Gift Cards or Prepayments)

If you have Gift Cards or Prepayments, those Credits will be reflected under "Gift Cards & Prepayments" on the Billing page. Click on "Manage" under Credits on the customer's Billing Tab to open the history.

The Gift Cards & Prepayments History window will open. Click "+ New Record" then "Post account credit."

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