Billing & Transactions | Enrollsy Support Center

General Overview

How to add payment instructions or messages

Do you have specific instructions for payments? Add a message right in the Customer Portal

Written by Serena Edwards
Updated over a week ago

About Enrollsy V2 Billing Practices

Review the main differences in our old (V1) and new (V2) billing systems

Written by Serena Edwards
Updated over a week ago

About Charges and Payments

An easy guide to differentiating between charges and payments

Written by Serena Edwards
Updated over a week ago

How to transition to the V2 Billing System

Looking for an upgrade to your billing system?

Written by Richard Hogan
Updated over a week ago

How to read the Transaction History

Learn how to understand the Customer Account page

Written by Serena Edwards
Updated over a week ago

Invoicing (new billing)

How to edit Invoice notifications

Learn when your Auto-Pay reminders or Invoices will be sent out automatically

Written by Serena Edwards
Updated this week

How to view Invoices

Written by Serena Edwards
Updated over a week ago

How to pay an Invoice

Learn how a payment can be counted toward a Customer's Invoice

Written by Serena Edwards
Updated over a week ago

How to add or create an Invoice

Learn how to send your customers an invoice in Enrollsy Billing

Written by Serena Edwards
Updated over a week ago

How to filter on the Invoices page

Filter invoices by Payment Plan, Account Holder, Charges or Discounts

Written by Serena Edwards
Updated over a week ago

Payments

How Customers pay at enrollment

Interested in knowing how Customers are asked to pay upon enrollment?

Written by Serena Edwards
Updated over a week ago

How to add an additional payer to an account

Learn about how to set up multiple payers on an account to pay for Enrollment fees or tuition

Written by Richard Hogan
Updated over a week ago

How to keep track of cash and check payments

Enrollsy has a way to keep an audit trail for cash and paper check payments.

Written by Serena Edwards
Updated over a week ago

How to create a Deposit

If you take cash or check payments, Enrollsy lets you keep track of them with Deposits

Written by Serena Edwards
Updated over a week ago

Statements and Receipts

How to print Receipts and Statements

Print customer payment receipts and account statements as an Admin

Written by Ty Holbrook
Updated over a week ago

How to download/print a Past Due Notice

Need to give Customers with a balance a notice? Enrollsy makes it easy!

Written by Serena Edwards
Updated over a week ago

ACH/Credit Cards

About ACH payments

Learn how Enrollsy handles rejected ACH Payments

Written by Richard Hogan
Updated over a week ago

How to handle declined credit/debit card payments

How to handle credit or debit card payments that do not go through

Written by Ty Holbrook
Updated over a week ago

About ACH payment declines and how to avoid them

How to set up your velocity limits for your ACH payments to limit declined payments

Written by Ty Holbrook
Updated over a week ago

What to do about a credit card chargeback

Steps to take if a credit card payment comes back declined

Written by Ty Holbrook
Updated over a week ago

Fees charged when a credit card payment declines

Credit Card payment decline fees: What they are and what to do about them

Written by Ty Holbrook
Updated over a week ago

Refunds/Voids

How to void a payment

Learn about voiding customer payments (made by Customers or Admins)

Written by Serena Edwards
Updated over a week ago

How to issue a Refund for cash or check

How to issue a refund for someone who paid with cash or check

Written by Richard Hogan
Updated over a week ago

How to refund or partially refund an electronic check or credit card payment

[UPDATED] Learn how to do full or partial refunds for credit card payments (or partial refunds ONLY for ACH payments)

Written by Ty Holbrook
Updated over a week ago

What to do about accidental Charges

What to do when you charge a customer accidentally

Written by Ty Holbrook
Updated over a week ago

Account Credits

How Accounts with a credit work at the time of enrollment

How Enrollsy handles credits of existing Accounts

Written by Serena Edwards
Updated over a week ago

Charge Items

How to charge a Deposit at enrollment

Do you charge a fee at enrollment that needs to be credited toward tuition? Learn more about Enrollsy's Deposit option

Written by Serena Edwards
Updated over a week ago

How to create a new Charge Item

Save time by setting up charge items (i.e. registration fee, late fee, etc.)

Written by Tyler Andersen
Updated over a week ago

How to delete a Charge Item

If you have to remove a Transaction from Enrollsy, here's how to do it

Written by Serena Edwards
Updated over a week ago

Fees

How to charge a Convenience Fee or Tax for electronic payments

You may want to off-set your credit card fees by setting up a "Convenience Fee" or "Tax" for all electronic payments

Written by Ty Holbrook
Updated over a week ago

How Convenience Fees get charged

Learn how and when convenience fees are charged to customers

Written by Serena Edwards
Updated over a week ago

How to add a Sales Tax to a Transaction

You can add a Tax Charge Item in Enrollsy to calculate sales tax

Written by Tyler Andersen
Updated over a week ago

How to post more than one Transaction at a time

Posting bulk transactions in Enrollsy saves you time and money!

Written by Tyler Andersen
Updated over a week ago

How to post a transaction to all Enrollees in a specific Class

Class not meeting, and you need to credit everyone's account? Field trip, and everyone going needs a charge? Learn how to do it here.

Written by Serena Edwards
Updated over a week ago

Discount Items

How to create a new Discount Item

Have Discounts? Set up a variety of Discount Items (i.e. sibling, staff, advanced, etc.)

Written by Tyler Andersen
Updated over a week ago

How to add Discounts to a Program

Enrollsy allows Special Rules for Charge Items to create flexibility

Written by Serena Edwards
Updated over a week ago

How to create a Discount

Two ways to post Discounts: One-Time and Recurring

Written by Serena Edwards
Updated over a week ago

How to create a Subsidy or Scholarship

If your company accepts government waivers or other scholarships, Enrollsy has an easy way to set these up

Written by Serena Edwards
Updated over a week ago

Coupon Codes

How to create a Coupon Code

Learn how to attach coupons, specials, and/or trial periods to your programs

Written by Richard Hogan
Updated over a week ago

How to expire or delete a Coupon Code

Learn how to expire a Coupon Code or delete it entirely

Written by Serena Edwards
Updated over a week ago

How to tell if someone used a Coupon Code during Enrollment

Coupon Codes are viewable in Enrollsy, so you always know when an Enrollee uses one

Written by Tyler Andersen
Updated over a week ago

Auto-Pay

How to edit Auto-Pay settings

How to make sure Customers can't opt in/opt out of automatic payments

Written by Serena Edwards
Updated over a week ago

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

Viewing customers on Auto-Pay in four easy steps

Written by Tyler Andersen
Updated over a week ago

How to force Customers to set up Auto-Pay

Find out how to make automatic payment required on Enrollment

Written by Serena Edwards
Updated over a week ago