At this time, Admin users cannot link invoices to payments or sync current invoices with the account balance. This typically happens when a customer pays before the invoice is posted to the account.
Whether the account has auto-pay turned on or off, the account will be reconciled periodically throughout the day every day. However, it may take longer to reconcile accounts outside of office hours (7 am - 5 pm MT) and on weekends.
If you need us to sync an account for you right away, use the chat button within Enrollsy to provide us with the account email address. Please choose these options in the in-app chat box:
View support menu (account issues)
Customer Account Issue
Account Reconciliation
Please make sure that ALL the following is true:
A past payment or credit needs to be synced with one or more invoices
The account balance is different from the amount of the current invoice(s)
There is at least one current invoice (open invoice)
The account is NOT on auto-pay
Be sure to include the account email address of the accounts to be reconciled.
Invoices Not Paid Due to a Credit
If you have any invoices not paid due to a credit on the account, you can remedy this by doing the following:
1- Delete the credit
2- Go to the open Invoice (click manage under current invoice)
3- Click Edit to open the invoice
4- Click the plus button
5- Click Post Credit and add the credit)
6- Click Post to save