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
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?
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!
How to Read the Transaction HistoryLearn how to understand the Customer Account page
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
Invoices
How to create create, pay, download, send, or delete invoices
Troubleshoot Unpaid InvoicesFind out the reasons why Invoices do not show as "paid"
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
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 Accounts With a Credit Work at EnrollmentHow Enrollsy handles credits of existing Accounts
Charge & Discount Items
How to set up charge and discount items
How to Charge a Deposit at Enrollment or on Payment PlansDo 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
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
Refund Credits: Leave On or Take Off?
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
About Credit Card and ACH FundingLearn how deposits and fees show up in your bank from Enrollsy
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
How to Charge a Credit Card Convenience Fee ManuallySteps to charge customers the convenience fee when entering a customer payment