Have you ever needed to find the Accounts that were paid in full for a certain Location? Being able to access this information quickly is essential in running any successful business. Fortunately, we can provide you with steps on how to locate accounts that have paid in full.
Currently, there are two ways to access this information:
Invoices Report
One way to access a report that shows which accounts were paid in full is on the Invoices page. Follow these steps to create this report.
Step 1 - Invoices Page
Go to the Invoices page and then select the "Paid Invoices" tab.
Step 2 - Choose Location
From there, you will want to make sure you have the correct location selected.
Step 3 - Select Invoices
Next, go ahead and select all the invoices (If you want to select all on that Location, be sure to scroll over at the bottom of the screen and then "select all").
Step 4 - Export
Download the CSV file by clicking the export button.
NOTE: If the export button is inactive, you haven't selected the accounts on the left. Select the accounts and it will turn active.
Step 5 - Sort Payment Plans
Lastly, on the CSV file, sort based on Payment Plans. This will allow you to see all the invoices not attached to a Payment Plan, which would include the pay-in-full option.
In other words, when someone selects a pay-in-full option at the time of enrollment, that invoice will not have a Payment Plan attached to the invoice. You can then run a quick equation within Excel to total up those invoices.
Enrollees Table
You can also use the Enrollees (or whatever you call students) to see who does NOT have a Payment Plan. Head to the Enrollee Table page and follow these steps:
Step 1 - Select Columns
Select the Columns button to open a drawer that allows you to manage columns and column orders.
The default tab is the SHOW / HIDE tab when the drawer opens. You can show or hide four categories of fields using a "Select all" check box or selecting them one at a time.
Under the "Enrollment" category, select one or both options for Payment Plans:
Step 2 - Filter by Payment Plan Type
If the Payment Plan Type is None, this means there is no Payment Plan attached to the enrollment/class. None can mean the enrollment was paid in full. However, it can also mean one of the following:
The enrollment was Free
An Admin deletes a Payment Plan after enrollment
An Admin re-enrolls someone and fails to add another Payment Plan to their new enrollment
Filter the table with Payment Plan Types that are None.
Step 3 - Export
Export the table to a CSV by selecting the enrollments on the left, then clicking the export icon.