An Account is typically identified by a name and a unique email address (and optionally an ID). Accounts are owned by a Primary Account Holder, who is ultimately responsible for payment.
In this case, the "Customer Account" pertains to the account in its entirety including the billing tab, the Account tab, and the Enrollee tab(s). The Customer's view of their Account looks much like the Admins view, with these exceptions. We'll go through each tab found in the Admin portal.
NOTE ABOUT ENROLL FORM: Admin Users' view of the Enroll Form in Enrollsy differs from that of Customer/Primary Account Holders. Admin users have a "backend" view, while Customers have a "frontend" view of the software. Click here to see these key differences.
All Tabs
Internal Notes
Admins have Internal Notes on the Account page, Enrollee page, and Billing page. These are notes that only Admin Users can view.
Admin View
Billing Tab
Transactions
The Customer's Transactions page is the same as the Transaction History on the Billing page for an Admin, with a few key differences:
Transaction History
Admin users can view the Transaction History on the Billing tab. Customers can view this on the Transactions page.
Besides having the option to post or edit transactions and create invoices, the Transaction History looks much the same for both Admins and Customers. There is one additional column on the Admin view called "Classification," which is usually just the Company name and is an internal setting.
Admin View
Printing/Downloading Transactions
Customers can download all transactions or print a statement or transaction summary. These are the only actions they can make on the Transaction page. Admin users can also export transactions to a spreadsheet.
Customer View
Invoices
Customers can view current, paid, and future Invoices on the Home page (unless paid or future Invoices have been hidden on the customer portal, which is a setting on the My Company page under Portals). Customers can only view their Invoices, they can't make any changes to them.
Admin users can edit invoices, including deleting and adding charges and credits, or posting payments. Invoices are found on the Billing tab.
Customer View
Payment Plans
Customers can also view their Payment Plans and the payment events on the Home page. They cannot make any changes to current Payment Plans or add additional Payment Plans. Only Admin Users can add or edit Payment Plans on the Billing tab.
Admin View
Payment Methods
Both Admin users and Customers can view, edit, and delete any payment methods in the account. The Customer view looks slightly different from the Admin's view and can also be found on the Home page. Admin users can edit payment methods on the Billing tab.
Multiple Payers - Only Admin users can add or change additional payers on an account. Customers can only view the additional payer and any portion set for that payer.
Customer View
Account Tab
Login Access
Primary Account Holders have a toggle located under the Secondary Account Holder, like the one below, that gives the Secondary Account Holder shared login access.
Customer View
Enrollee Tab
Program Action Buttons
Admin Users can see multiple extra things on the Enrollee page that Customers can't see. These include the enrolled on a date; a deactivate Account toggle, a "Go to" button where they quickly go to the Documents or Activities page, and an "Action" button where they can resend the email confirmation.
Admin View
