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How to Create a Prepayment Report

If you use Prepayments, here's how you can view and export them

Serena Edwards avatar
Written by Serena Edwards
Updated over 3 weeks ago

If you use Prepayments, you can view them on a Prepayment Report (this feature must be turned on by Enrollsy, so let us know if you need it). Follow these steps to create a Prepayment Report.

  1. Go to Reports > Pre Payments.

  2. Change the date and/or time.

  3. Export the information to a CSV.

The data available at this time is the account email address and the prepayment balance.

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