When you need to collect a payment from a Customer, always pay an existing Invoice rather than logging a standalone payment. If you do post a payment that isn't tied to an Invoice, Enrollsy will automatically apply it to the next Invoice due.
There are two places you can find a Customer's Invoice: the Invoices page, or the Customer's Billing page. If a Customer wants to pay on their own, they can also do so from the Customer Portal.
Find an Invoice via the Invoices Page
Head to the Invoices page in the left menu, then follow these steps to locate the Invoice.
Step 1 – Choose the Location
Select the correct Location in the top-right corner.
Step 2 - Choose the Dates
Select the date range you want to search.
Step 3 - Select an Invoice Status
Choose Current Invoices, Paid Invoices, or Future Invoices.
Step 4 - Filter (Optional)
Click Filters to narrow results by Payment Plan, Primary Account Holder, Charges, or Discounts, then click Apply.
Find an Invoice via the 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 an Invoice
On the Billing tab, choose Current Invoices, Paid Invoices, or Future Invoices, then click Manage to open the Invoice.
Pay the Invoice
Once you've found the Invoice, follow these steps to post the payment.
Step 1 - Edit Invoice
Click Edit on the right side of the Invoice.
Step 2 - Open the Post Transaction Window
Click the blue plus button on the Invoice Details window to open Post Transaction.
Step 3 - Post the Payment
Choose Post Payment, scroll down, then enter the payment amount and payment method.
Step 4 - Print the Receipt and Post
Check Print Receipt if you want a paper or PDF copy, then click Post to finish.
Alternative: Collect Payment via Post Transaction
Alternative: Collect Payment via Post Transaction
If you'd rather start from the Customer's account instead of a specific Invoice — for example, to pay the full account balance, several Invoices at once, or a custom amount — use the Post Transaction button instead. You'll find it as the plus icon beside Invoices in the left menu, or as Post Credits inside an Invoice.
Step 1 - Choose Collect Payment
After clicking Post Transaction, select Collect Payment.
Step 2 - Search for an Account
The Customer's name will autopopulate if you're already on their account. Otherwise, search for the Account using the plus icon beside Invoices.
Step 3 - Choose What to Pay
Pick one of three options: Account Balance, Specific Invoices, or Custom Amount. If you choose Specific Invoices, select one or more from the list shown.
Step 4 - Set Up and Post the Payment
Choose the payer and payment method, add a public or private comment if needed, and print a receipt if you'd like one. Click Post Payment to finish. Every payment can be reviewed afterward on the Account Holder's Billing page under Transaction History. See this support article for how to read the Transaction History.
Troubleshooting: No Invoices Showing?
If you don't see any Invoices on the Billing page, the charges were likely entered as transactions instead of Invoices. To fix this: delete the transactions/charges, go to the correct Program/Class and select Add Current Invoice, enter the charge items and amount, then click Create. You'll be taken to the Invoice Details page, where you can post the payment as described above.