Sometimes you need to post a credit to an account manually. Posting a credit can be done from several areas in Enrollsy:
Post Credits button inside an Invoice (recommended)
Post Transaction button ("+" button beside "Invoices" on left menu)
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:
Add the credit using the new "Post Credits" flow above
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 auto-populate (if you clicked "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.
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:
Add the credit using the new "Post Credits" flow above
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 "Credits" on the Billing page (this will be changing soon; all credits will soon be reflected here). Open the Credits History drawer on a specific account by clicking on "Manage" under Credits on the customer's Billing Tab.
The Credits History window will open. Click "+ New Record" then "Post account credit."