To successfully navigate the billing side of Enrollsy, there are a few essential pages within the Admin Portal you will need to feel comfortable with. Once going live, you will need these pages to successfully stay on top of your financials.

When you first log in to your Admin Portal, you will automatically be on the "Dashboard" tab. This can also be found at the top left-hand side of your Admin Screen.

The Dashboard is a great place to see an overview of all payments that have come through today and over the past 7, 30, and 90 days. Under each date range total, select "Go to Report" to see an overview of all transactions that have come through.

Your Admin Portal has a menu of tabs on the left-hand side of the screen. Select the "Invoices" tab to pull up a report of all paid, current, and future invoices. Feel free to filter these lists based on Payment Plan Name, Account Name, or specific Charge/Discount Items.

This page is great for seeing who has and has not paid, to ensure your customers are paying on time.

On the Invoices Tab described above, you will see a little plus icon on the tab. Select this "+ Transaction" button to:

If you accept cash and checks as payment (which you can record on an account by selecting the "+ transaction" button described above), the total amount collected will be recorded within the "Deposits" Tab on the left of your Admin Screen.

Every time you take cash or check into the bank to deposit into your account, record the deposit here. This will help you keep track of this manual process.

Use the search icon at the top of the page to look for specific customer accounts. Once on their account, select the "Billing Tab".

From within this billing page, you can do the following: