Billing & Transactions
Information about the tools, reports, and options related to billing and payments
By Richard and 1 other2 authors67 articles
Billing 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
How to Managing Account BalancesLearn how users handle different types of account balances in Enrollsy
How to Print Receipts and StatementsPrint customer payment receipts and account statements as an Admin
Payments
How to post payments and credits
Recording & Collecting PaymentsCore How-To's on collecting customer payments6 articles
Account & Payer ManagementManaging accounts and payers4 articles
Payment PlansHow to edit existing payment plans on accounts4 articles
Auto-PayAll about automatic payments4 articles
ACH/Credit CardsAbout ACH and credit card payments4 articles
Refunds & VoidsHow to void a payment or issue a refund5 articles
FeesHow to charge convenience or other fees3 articles
Chargebacks4 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 items3 articles
Create & Edit InvoicesHow to create, view, edit and delete Invoices5 articles
Future InvoicesCreating and deleting future Invoices2 articles
Credits, Gift Cards & Prepayments
All about how to issue credits, gift cards or prepayments
QuickBooks Bookkeeping
How to map and sync transactions using Quickbooks integration
How to Setup and Sync QuickBooksSteps to sync your Enrollsy transactions with QuickBooks Online
Troubleshooting QuickBooks SyncCommon errors and solutions when syncing transactions to QuickBooks
Manually Importing TransactionsImport essential transaction data from Enrollsy for your accounting process
How to Switch from Quickbooks Desktop to Quickbooks OnlineSteps to Transition from QuickBooks Desktop (QBD) to a QuickBooks Online (QBO)