There may come a time when you have attendees who walked in or wish to enrol and pay in person. In this cases, you will need to manually add the attendee to the activity, or if they are already in the activity, then they will need to be added to the sessions they enrolled in.
In order to do this, follow these steps:
Head over to the Customers tab
Click the Quick Book button
Fill in the guardian and attendee’s details, then select the event you are booking them into
Click Save and Book Now
Your onsite staff can also quick book any new customers through the Enrolmy for Providers app. See this help guide for more information
Once the attendee is added into the activity, select the session/s you are booking them into. Check the tick box if you'd like to send a confirmation email to the customer
Click Save & Invoice
Invoicing Walk-in Customers
Invoicing in Advance
If you are invoicing in advance for the activity, an invoice will be created once the attendee is added into the sessions.
You can send the invoice to your customer clicking on “Approve and email Draft Invoice”.
Invoicing in Arrears
If you are invoicing in Arrears for the activity, the invoice will be created when you generate the invoices along with the other attendees.
Receiving Payments
Once the invoice is generated for your customers, you can manually add payments to it if they paid on site.
Open the invoice
At the bottom of the invoice, update the payment information if needed
Click Add payment