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Billing & Transactions
Billing & Transactions
Information about the tools, reports, and options related to billing and payments
+1
44 articles in this collection
Written by
Richard Hogan,
Serena Edwards,
Ty Holbrook
and 1 other
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