Outstanding Statements Explanation

Outstanding statements only display unpaid Enrolmy invoices assigned to a billpayer as at a chosen date. A billpayer may be responsible for multiple attendees. Therefore the billpayer's outstanding statement may display multiple attendees' invoices.

 Outstanding Statement Detail

• The amount column displays the total amount of the invoice

• The payments column displays the total amount of payment/s reconciled against that invoice

• The balance column displays the total amount of the invoice less reconciled payments

• The outstanding status displays the total amount the debtor owes

• The as at date field allows you to select a balance date for the bill payer

How To Find Outstanding Statements

1. Within the Money Tab, select Statements

2. Click on +Filters and set a date range

3. Search for a billpayer and click go

4. Click on the Outstanding Statement tab

5. Open the outstanding statement

6. Download or email the statement to the bill payer

How To Email Outstanding Statements From Enrolmy - Awaiting Payment Option

1. Within the Money Tab, you can send an outstanding statement from the Invoices → Awaiting Payment section

2. Use the tickbox to bulk select customers to send outstanding statements to

3. Select Email 

4. Choose Outstanding Statement as the Statement Type 

5. Optionally write a personal message within the message field

6. Select to Send statements instead of invoices to recipients where 1 or more of their invoices  have been selected

Outstanding Statements Option

1. Within the Money Tab, head to Statements → Outstanding Statements section

2. Use the tickbox to bulk select customers to send outstanding statements to

3. Select Email and then Send to Queue

See what outstanding statements look like to your customers here - Outstanding Statements View for Customers

Last updated: 11 Mar 2025