All Collections
Billing & Transactions
Information about the tools, reports, and options related to billing and payments
General Overview
Overview of the billing system and billing practices
How to Transition to the V2 Billing SystemLooking for an upgrade to your billing system?
How to Add Payment Instructions or MessagesDo you have specific instructions for payments? Add a message right in the Customer Portal
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 Read the Transaction HistoryLearn how to understand the Customer Account page
Automated Invoices, Credits, & PaymentsLearn how and when invoices are created, credits are applied, and payments are collected using Enrollsy's automated system
Transactions
How to post payments and other transactions
How to Add Payments & Charges to an AccountLearn how to properly record transactions in a customer's account
How to Post a Transaction to Multiple AccountsEnter Invoices and Credits to more than one Account at at time
How to Post Bulk TransactionsPosting bulk transactions in Enrollsy saves you time and money!
Invoices
How to create create, pay, download, send, or delete invoices
How to Create InvoicesLearn how to send your customers an invoice on the Billing Page
How to Create an Invoice or Add a Credit to Enrollees in a Specific Class or in a ViewClass not meeting and you need to credit everyone's account? Field trip, and everyone going needs an invoice? Learn how to do it here.
How to View or Edit InvoicesLearn where Invoices live in Enrollsy and how to edit them
How to Pay an InvoiceLearn how to run a Customer's credit card or ACH payment method
How to Filter on the Invoices PageFilter invoices by Payment Plan, Account Holder, Charges or Discounts
How to Delete an InvoiceLearn the steps to deleting a customer Invoice
How to Delete Future InvoicesFollow these steps to delete Customer Payment Plans/Future Invoices
How to Download, Print, or Export InvoicesCurrent, paid, or future Invoices can be printed or exported to a CSV
How to Send an Invoice to a CustomerNeed to send an Invoice? Here's how to do that.
How to Edit Invoicing FrequencyLearn when your Auto-Pay reminders or Invoices will be sent out automatically
How to Add "Dates of Service" Comment on InvoicesYou can create customized comments on what invoices are paying
How to Build an Invoice SummaryHere's the steps to printing an Invoice Summary by Location and Enrollment Period
Payments
Instructions on how customers pay, how admins can post payments, etc.
How Customers Pay at EnrollmentInterested in knowing how Customers are asked to pay upon enrollment?
How to Post a PaymentA guide on how to manually add payments in billing with payment plans
How to Add an Additional Payer to an AccountLearn about how to set up multiple payers on an account to pay for Enrollment fees or tuition
How to Cancel a Future Payment When Someone UnenrollsOnce a Customer withdraws from a Program, here's what to do with outstanding balances
How to Keep Track of Cash and Check Payments with DepositsIf you take cash or check payments, Enrollsy lets you keep track of them with Deposits
What to Do if a Customer Pays in FullHow to handle future Invoices/Payment Plans if someone decides to pay in advance
Charge Items
How to set up charge items
How to Charge a Deposit at EnrollmentDo you charge a fee at enrollment that needs to be credited toward tuition? Learn more about Enrollsy's Deposit option
How to Set Up a Prepayment or Pre-RegistrationCustomers can pay in advance with the prepayment feature
How to Create a New Charge ItemSave time by setting up charge items (i.e. registration fee, late fee, etc.)
Discount Items
How to set up discount items
How to Create a New Discount ItemHave Discounts? Set up a variety of Discount Items (i.e. sibling, staff, advanced, etc.)
How to Add Automatic Discounts to a ProgramEnrollsy allows Special Rules for Charge Items to create flexibility
How to Create a DiscountTwo ways to post Discounts: One-Time and Recurring
How to Apply a Discount After EnrollmentLearn the different ways to apply either a Discount or Coupon Code after enrollment
How to Create a Scholarship ProgramIf your company accepts government waivers or other scholarships, Enrollsy has an easy way to set these up
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 a Credit Card or ACH 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
Account Credits
All about credits and how to add or edit them
How to Give a Customer a CreditApplying a credit to an account is easy in Enrollsy
How to Add or Edit Credits on a Customer AccountLearn how to adjust Credits, Prepayments or Gift Cards
How to Add a Gift Card Credit to an InvoiceNow admins can post credits to Invoices. Here's how!
How Accounts With a Credit Work at EnrollmentHow Enrollsy handles credits of existing Accounts
Coupon Codes
How to create, edit, or add coupon codes to programs
How to Create a Coupon CodeLearn how to attach coupons, specials, and/or trial periods to your Programs
How to Expire or Delete a Coupon CodeLearn how to expire a Coupon Code or delete it entirely
How to Tell if a Coupon Code was Used During EnrollmentCoupon Codes are viewable in Enrollsy, so you always know when an Enrollee uses one
How to Edit a Coupon CodeLearn how to change parts of a Coupon Code and any consequences to those changes
How to Add Coupon Codes to the Enroll FormNeed for your customers to have a list of Coupon Codes to choose from? Learn how to add them to your Enroll Form
Auto-Pay
All about automatic payments
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
About Auto-PayLearn how Auto-Pay works in Enrollsy
How to Force Customers to Set Up Auto-PayFind out how to make automatic payment required on Enrollment
ACH/Credit Cards
About ACH and credit card payments
About ACH PaymentsLearn how Enrollsy handles rejected ACH Payments
How to Handle Declined Credit/Debit Card PaymentsHow to handle credit or debit card payments that do not go through
About ACH Payment DeclinesIf you have had declines because of velocity limits, read this
What to Do About a Credit Card ChargebackSteps to take if a credit card payment comes back declined
Fees
How to charge convenience or other fees
How to Charge a Convenience Fee or TaxYou may want to off-set your credit card fees by setting up a "Convenience Fee" or "Tax" for all electronic payments
How Convenience Fees get ChargedLearn how and when convenience fees are charged to customers
How to Create Calculated FeesLearn how to add fees that allow an Enrollee to select a quantity and be charged at enrollment