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Outstanding Statements View For Your Customers.

Interactive Tutorial

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From Their Email Inbox:

If you send an outstanding statement via email, then the email could look similar to the example below.

Email Header Details

  • The title of your email will read Your latest (insert your business name) outstanding statement 

  • Every outstanding statement will display an As At date

  • The Balance Due amount reflects the total amount they owe for all attendees/bookings

  • The Pay All Outstanding Invoices Now button will appear on the outstanding statement if you enabled your Online Payments settings in Enrolmy

Email Body: Description Details

  • Each attendee that they are the billpayer/primary guardian for will have their outstanding invoices listed in the description section

  • For Week #, details are convenient if they booked into a before and after school care programme. They can now easily view what week of the year this invoice is related to

  • The Invoice number will be detailed in the description section

  • The Payment Reference and Particulars for that invoice number will be detailed

  • The Due Date and Total amount of that invoice will be listed to the right of the invoice number

  • If there is already a part-payment reconciled on the invoice then that will display next to Paid 

  • The outstanding amount per invoice will be listed to the right

Email Footer Details

  • The Balance Due will be detailed in the email footer again

  • The Bank Account No. will be highlighted at the bottom of the statement if you accept bank transfer or automatic payment as a payment method

  • The Pay All Outstanding Invoices Now button will appear on the outstanding statement if you enabled your Online Payments settings in Enrolmy

  • The Full Credit Balance note displays the total amount of credits this customer has accrued. This excludes any Subsidies credit notes

From EMY Parent Portal:

Your customers can also view all outstanding invoices across multiple providers they have booked with when logged into Enrolmy. They can view these one by one, or add all outstanding invoices to a cart, review and look to pay for all items. 

  1. Log in to Enrolmy Parent Account (as a customer)

  2. Head to the My Invoices section

  3. Ensure the filter selected is Outstanding 

  4. Select the Add to cart button to review all outstanding invoices in one list

  5. Pay for all items button displays in the cart. However, some providers do not enable online payments. Those related invoices will have the bank account number to bank transfer payment into.

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