Billing & Transactions
Information about the tools, reports, and options related to billing and payments
By Richard and 1 other2 authors97 articles
Billing Overview
Overview of the billing system and billing practices
Automated Invoices, Credits, & PaymentsLearn how and when Invoices are created, credits are applied, and payments are collected using Enrollsy's automated system
About the Customer Billing PageLearn more about the Billing page found for each Enrollee/Account Holder
About Enrollsy V2 Billing PracticesReview the main differences in our old (V1) and new (V2) billing systems
How to Transition to the V2 Billing SystemLooking for an upgrade to your billing system?
How Customers Edit Payment MethodsInstructions for Account Holders to add or change a bank account or credit card in their account
How to Add or Manage Billing for Manually Enrolled Enrollees with Missed ChargesStep-by-step instructions for adding or managing billing for certain enrollment cases
How to Managing Account BalancesLearn how users handle different types of account balances in Enrollsy
Customer Billing ExperienceUnderstand your Customer's full billing experience
Navigating Admin Billing PagesLearn what you can access with in your Admin Portal to manage financials
Charge & Discount Items
How to set up charge and discount items
How to Use the Deposit FeatureDo you charge a fee at enrollment that needs to be credited toward tuition? Learn more about Enrollsy's Deposit option
How to Create a New Charge ItemSave time by setting up charge items (i.e. registration fee, late fee, etc.)
How to Create a New Discount ItemHave Discounts? Set up a variety of Discount Items (i.e. sibling, staff, advanced, etc.)
How to Edit an Existing Charge ItemLearn how to edit a Charge Item
How to Collect DonationsWe have multiple options to set up a Donation Enrollment Period, Program, and/or Class
How to Set Up a Custom FeeWant customers to enter their own amount? Follow these steps to add a custom charge item
About Charge & Discount ItemsLearn more about what charge items are and they are used in Enrollsy
Payments & Credits
How to post payments and credits
How to Add Payments & Charges to an AccountLearn how to properly record transactions in a customer's account
How to Post Bulk TransactionsPosting bulk transactions in Enrollsy saves you time and money!
How to Read the Transaction HistoryLearn how to understand the Customer Account page
Invoices & Charges
How to create create, pay, download, send, or delete invoices
Auto-Pay
All about automatic payments
About Auto-PayLearn how Auto-Pay works in Enrollsy
How to Edit Auto-Pay SettingsHow to make sure Customers can't opt in/opt out of automatic payments
How to View Who Is or Isn't on Auto-PayViewing Customers on Auto-Pay in four easy steps
How to Force Customers to Set Up Auto-PayFind out how to make automatic payment required on Enrollment
How to Prevent Auto-Pay Errors or Duplicate Charges after CancellationEnsuring that duplicate charges and auto-pay errors do not occur after canceling a class or payment is crucial for effective financial management.
Refunds/Voids
Instructions on voiding or refunding any kind of payment
How to Void a PaymentLearn about voiding customer payments (made by Customers or Admins)
How to Issue a Cash or Check RefundHow to issue a refund for someone who paid with cash or check
How to Refund an Electronic PaymentLearn how to do full or partial refunds for credit card and ACH payments
What to Do About Accidental ChargesWhat to do when you charge a customer accidentally
Why a Refund Declines and What to Do About ItHere are the most common reasons why a refund would be declined
Refund Credits: Leave On or Take Off?Learn when to use the a credit with a refund and when not to
How to Cancel a RefundRefund cancellation goes through the merchant provider and can take weeks to process
How to Know if a Refund Was ProcessedWhat to do if a customer says they have not received a refund issued
What to Do if you Over Refund a CustomerThe steps to take if you accidentally refund a customer too much
ACH/Credit Cards
About ACH and credit card payments
How to Handle Declined Credit/Debit Card PaymentsHow to handle credit or debit card payments that do not go through
About Failed ACH Payments in EnrollsySee what happens when an ACH payment declines
About Credit Card and ACH FundingLearn how deposits and fees show up in your bank from Enrollsy
How to Edit a Customer's Payment MethodLearn how to enter or edit a customer's bank account or credit card payment in the admin portal
How to Run a Failed ACH ReportHave ACH payments that were returned? Find out how to run report to view all failed ACH payments
Statements & Receipts
Print and download payment receipts and statements
How to Download/Print a Past Due NoticeNeed to give Customers with a balance a notice? Enrollsy makes it easy!
How to Build an Invoice SummaryHere's the steps to printing an Invoice Summary by Location and Enrollment Period
How to Print Receipts and StatementsPrint customer payment receipts and account statements as an Admin
How Customers Get Tax StatementsLearn the ways customers and admin users can print statements
QuickBooks
How to map and sync transactions using Quickbooks integration
How to Sync QuickBooks TransactionsSteps to sync your Enrollsy transactions with QuickBooks Online
How to Map your Items for Quickbooks SyncingDetermine where information from Enrollsy will be synced into your Quickbooks Account
Troubleshooting QuickBooks SyncCommon errors and solutions when syncing transactions to QuickBooks
How to Switch from Quickbooks Desktop to Quickbooks OnlineSteps to Transition from QuickBooks Desktop (QBD) to a QuickBooks Online (QBO)
Manually Importing TransactionsImport essential transaction data from Enrollsy for your accounting process
Gift Cards, Prepayments, & Memberships
Info on Gift Cards, Prepayments, and Memberships