In Enrollsy, it is best when making a payment for a Customer, that you pay an Invoice, if possible, instead of making a payment that is not connected to an Invoice. If you do make a custom payment that is not on an Invoice, the payment will get attached automatically to the next Invoice due.
Invoices vs. Transactions
If there are no Invoices on the Billing page, the charges were probably entered as transactions instead of Invoices. To remedy this, do the following:
Delete the transactions/charges
On the correct Program/Class, select "Add Current Invoice"
Enter the total charge/Charge Items and amount
Click "Create"
You will be redirected to the Invoice Details page, where you can post the payment
There are several ways to find a Customer's Invoice:
Customer Portal (Customer makes a payment toward one or more Invoices). See this support article for steps.
Invoices Page
Head to the Invoices page on the left menu. First, find the Invoice in question. Here's how to do that:
Step 1 - Location
Click on the correct Location (top-right corner):
Step 2 - Choose Dates
Choose the date range:
Step 3 - Select Invoices
Select one of the following options: "Current Invoices," "Paid Invoices," or "Future Invoices":
Step 4 - Filter (optional)
Click "Filters" and filter by the following:
Payment Plan
Primary Account Holder
Charges
Discounts
Click "Apply" to apply the filter.
Customer's Billing Page
Step 1 - Search for the Account
Search for either the Primary Account Holder or Enrollee in the top search bar.
Step 2 - Select Invoices
On the Billing tab, select one of the following options: "Current Invoices," "Paid Invoices," or "Future Invoices." Click "Manage" to view the details of the Invoice.
Post Payment to Invoice
After finding the Invoice you need to pay, follow these steps to pay the Invoice on the Invoices page or the Customer's billing page.
Step 1 - Edit Invoice
Click on "Edit" on the right side of the correct Invoice.
Step 2 - Open the Post Transaction window
A new window will appear with the Invoice Details. Click the blue plus button to open up the Post Transaction window.
Step 3 - Post Payment
In the Post Transaction window, choose "Post Payment. "
Scroll down, and enter the total payment amount and the payment method.
Step 4 - Print Receipt/Post
Select "Print Receipt" if you want to print out a receipt (or print to PDF). Then click Post to post the payment.
Collect Payment
Collect Payment
You can also use the Post Transaction button found in these two places:
Post Transaction button ("+" button beside "Invoices" on left menu)
Post Credits button inside an Invoice
This option still allows you to pay an Invoice as well as post a payment to the Account (for future Invoices). The steps show how to post a payment to one or more Invoices.
Step 1 - Collect Payment Option
After clicking "Post Transaction," select the "Collect Payment" option.
Step 2 - Search Account
If you are already on the Customer's account, their name will autopopulate. If you are not and click the Plus sign beside "Invoices" in the left menu, you will need to search for the Account in the search bar.
Step 3 - Collect Payment Amount
In this section, you have three options:
Pay the Account Balance
Pay specific Invoices
Pay a Custom Amount
Choose one of the options. When choosing "Specific Invoices," select one or more of the Invoices shown.
Step 4 - Setup Payment
The last step is to select "Post" to post the payment. All payments can be viewed on the Account Holder's Billing page under "Transaction History." See this support article for how to read the Transaction History.
Here, you can do the following:
Change the Classification
Add comments (public or private)
Choose the payer
Select the payment method
Print a receipt
The final step is to click "Post Payment" and you're done!