Admins can view and manage all current, paid, and future Invoices from the Billing page. Sometimes Admin users have to post a Customer's payment or add a charge to an Account. Here are the steps to do this properly.

As an Admin, when you post a "charge," you are recording tuition or some other fee to a Customer's account. It's essentially creating an invoice for a certain amount of money.

If the customer has a current invoice and you need to adjust the charge or add another charge to the same invoice, follow these steps. If you don't have a current invoice, create an invoice for the charge.

There are two ways to find and open a Customer Invoice. The first is the Customer's Billing page (search for the customer by name or email address in the search bar and click on the Billing tab). Once you find the Invoice, click "Edit."

The second is the Invoices page (from the left-hand menu bar). Search for the Customer's name in the Filter. Once you find the Invoice, click "Edit."

After clicking "Edit," a window will open where you can edit the current Charge on the Invoice. To do this, click the three dots and then "Edit."

The Edit Transaction window will open. Here you can add any private or public comments at the top. Scroll down and click on the down arrow beside "Charge Items" to add additional Charge Items. Or click on the amount to edit the current amount.

To add another Charge to the Invoice, click the plus button. The Post Transaction window will appear. Select "Post Charge." You can add a public or private comment in the spaces below.

Scroll down to set up the Charge. Click the down arrow beside "Charge Items" to add one or more Charge Items. Enter the amounts in the space provided. When finished, click "Post."

This is also called "charging someone's card/bank account." When you post a "payment," you are collecting and recording either an electronic payment (credit/debit card or ACH) that will be taken out of the customer's account at the time you post it, or you are recording cash or check payments made to you.

When Admins post a payment, you should ALWAYS post it to a specific Invoice. If you don't have an Invoice, create one first. Try to avoid posting random payments only to the Transaction History.

Follow these steps to post a payment to a Customer's Invoice:

There are two ways to find and open a Customer Invoice. The first is the Customer's Billing page (search for the customer by name or email address in the search bar and click on the Billing tab). Once you find the Invoice, click "Edit."

The second is the Invoices page (from the left-hand menu bar). Search for the Customer's name in the Filter. Once you find the Invoice, click "Edit."

In the Edit window, click the plus button to add a Payment to the Invoice. The Post Transaction window will appear. Select "Post Payment." Click the correct "Classification" or Location. You can also add a public or private comment in the spaces below.

Scroll down to set up the Payment. Enter the total amount of the payment under "Total." Click the down arrow beside "Choose Payer" to choose the Payer (if there is more than one on the Account). Then select the payment method.

When finished, click "Post." You can also check the box to print a receipt to give to the Customer.

Enrollsy's automated system uses a predictable schedule for invoice creation, credit reconciliation, and payment collection, as follows:

If you have an issue with any unconnected payments & invoices that stay that way after 24 hours, please contact us via chat.