Reporting | Enrollsy Support Center

Enrollsy Support Center

All CollectionsThe Complete Financial Guide to Enrollsy

Reporting

Reporting

Customer Reports

Financial StatementsHow Admin and Customers can access statements for tax purposes

Invoice HistoryLearn how Customers can view their Current, Paid, and Future Invoices

Videos for CustomersHere's a library of videos to support your Customers

Reconciliation Reports

Charge Item ReportUse this report to view specific charge item charges over a specific period of time

Discount Item ReportUse this report to view specific discount items over a specific period of time

Transaction ReportCreate a report of all Transactions made within a certain time frame

Gateway ReportsLearn more about how to pull up reports within your Merchant Account Portals

Invoices PageLearn how to filter and create Invoice Reports

Account & Transaction ExportsHow to get a list of all accounts or transactions downloaded to a spreadsheet

Collections Reports

A/R Aging ReportCreate an Accounts Receivable Report on past due balances

A/R Payment ReportLearn how to pull a report that shows all payments for the last 3-12 months

Enrollee Table: CustomizedCreate a custom financial Report using info from the Enroll Form

Invoices Page > Current InvoicesHow to view Current and Past Due Invoices

Invoice BuilderBuild an Invoice for specific Enrollees within a specific Location/Enrollment Period