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.
Invoices Report
One way to access a report that shows which accounts were paid in full is to do the following:
Go to your invoices tab and then go to "Paid Invoices."
From there, you will want to make sure you have the correct location selected.
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").
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.
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:
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:
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
Export the table to a CSV