Billing & Transactions | Enrollsy Support Center

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Billing & Transactions

Billing & Transactions

Information about the tools, reports, and options related to billing and payments

By Serena and 2 others3 authors55 articles

General Overview

How to add payment instructions or messages

About Enrollsy V2 Billing Practices

How to transition to the V2 Billing System

About the Customer Billing Page

How to read the Transaction History

Transactions

How to create an Invoice or add a Credit to Enrollees in a specific Class or in a filtered or saved View

How to add Payments & Charges to an Account

How to post a Transaction to multiple Accounts

Invoices

How to download, print or export Invoices

How to edit Invoice notifications

How to view or edit Invoices

How to pay an Invoice

How to add "Dates of Service" comment on Invoices

How to send an Invoice to a Customer

How to add or create one or more Invoices

How to filter on the Invoices page

Payments

How to post a Payment

How Customers pay at enrollment

How to add an additional payer to an account

How to cancel a future payment when someone unenrolls

How to keep track of cash and check payments

How to create a Deposit

Charges

How to delete a Charge

How to post a Charge

Charge Items

How to charge a Deposit at enrollment

How to set up a Prepayment or Pre-Registration

How to create a new Charge Item

Statements and Receipts

How to print Receipts and Statements

How to download/print a Past Due Notice

Refunds/Voids

How to void a payment

How to issue a Refund for cash or check

How to refund an electronic check or credit card payment [UPDATED]

What to do about accidental Charges

Account Credits

How to add or edit Credits on a Customer Account

How to give a Customer a credit [Updated]

How Accounts with a credit work at the time of enrollment

Discount Items

How to create a new Discount Item

How to add Discounts to a Program

How to create a Discount

How to create a Subsidy or Scholarship

Coupon Codes

How to create a Coupon Code

How to expire or delete a Coupon Code

How to tell if someone used a Coupon Code during Enrollment

Auto-Pay

How to edit Auto-Pay settings

How to view who is or isn't on Auto-Pay

About Auto-Pay in V2 Billing

How to force Customers to set up Auto-Pay

ACH/Credit Cards

About ACH payments

How to handle declined credit/debit card payments

About ACH payment declines and how to avoid them

What to do about a credit card chargeback

Fees charged when a credit card payment declines

Fees

How to charge a Convenience Fee or Tax for electronic payments

How Convenience Fees get charged

How to add a Sales Tax to a Transaction