The Billing Process
Learn how billing works in Enrollsy for you and your customers
Navigating Admin Billing PagesLearn what you can access within the Customer Billing Page
InvoicesLearn how to find and navigate Invoices Tabs throughout Enrollsy
Transaction HistoryLearn how to read and pull information from the Transaction History
Auto-PayLearn when Auto-Pay runs and how it works here at Enrollsy
Customer Billing ExperienceUnderstand your Customer's full Billing Experience
If Something Isn’t RightLearn how to get help when you come across issues that you are not sure how to resolve
Manage Payment PlansEdit, Customize, or Remove a Customer's Payment Plan
Create InvoicesLearn how to Post Invoices Individually or in Bulk
Edit InvoicesEdit Paid, Current, or Future Invoices
Post CreditsPost a General Credit on an Individual Account or in Bulk
Collect PaymentRecord or manually collect cash, check, credit card, or ACH payments from your Customers
Cash and Check DepositsRecord Cash and Check Deposits within Enrollsy
Issue Refunds / Void PaymentsHow to refund an electronic check or credit card payment
Customer DeactivationWhat to do when a Customer Unenrolls
Failed PaymentsHow to spot a failed payment and what to do next