Enrollsy Support Center

Billing & Transactions

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

By Serena and 1 other2 authors65 articles

Billing Overview

Overview of the billing system and billing practices

How Enrollsy Automates Invoices, Credits, and PaymentsUnderstand exactly when Enrollsy creates invoices, applies credits, and collects payments — and how each process works

The Customer Billing PageEverything admins need to know to manage billing for any Account Holder or Enrollee

Managing Account BalancesA guide for admins on what to do when a customer account has a zero balance, a credit with no invoices, or a credit with future invoices

Managing Billing in Your Admin PortalA guide to the key billing pages and tools you'll use every day to track payments, invoices, and customer accounts

Printing Receipts, Statements & Invoices from the Admin PortalPrint payment receipts, account statements, invoice summaries, and past due notices from the Admin portal

How Customers Experience Billing in EnrollsyFrom enrollment to payment — what your customers see and do at every step

Payments

How to post payments and credits

Recording & Collecting PaymentsCore How-To's on collecting customer payments_{6 articles}

Account & Payer ManagementManaging accounts and payers_{4 articles}

Payment PlansHow to edit existing payment plans on accounts_{4 articles}

Auto-PayAll about automatic payments_{4 articles}

ACH/Credit CardsAbout ACH and credit card payments_{4 articles}

Refunds & VoidsHow to void a payment or issue a refund_{5 articles}

FeesHow to charge convenience or other fees_{3 articles}

Chargebacks_{4 articles}

Invoices, Charges & Discounts

How to manage invoices, charges, and discounts

General OverviewOverview on Invoices (how to pay, send, download, print, etc. invoices))_{8 articles}

Charge & Discount ItemsHow to set up charge and discount items_{3 articles}

Create & Edit InvoicesHow to create, view, edit and delete Invoices_{5 articles}

Future InvoicesCreating and deleting future Invoices_{2 articles}

Credits, Gift Cards & Prepayments

All about how to issue credits, gift cards or prepayments

CreditsCredits given to customers (including gift cards, misc credits, and prepayments)_{2 articles}

Gifts CardsHow to manage gift cards from the admin & customer portals_{3 articles}

PrepaymentsAbout prepayments and pre-registration_{2 articles}