Activity Statement Explanation
A billpayers activity statement displays the details of all invoices and payments for a selected period. A billpayer may be responsible for multiple attendees. Therefore the billpayer's activity statement may show multiple attendees' invoices. You can send this statement to the billpayer if you need to share their invoices and payment history. Activity statements on Enrolmy will display:
Enrolmy outstanding, overdue, and paid invoices
Reconciled payments in Enrolmy
Current and paid Enrolmy credit notes
Current and paid Subsidies credit notes
Xero-generated credit notes if they have been applied to Enrolmy-generated invoices (if applicable)
Overpayments applied in Xero, against Enrolmy-generated invoices (if applicable)
Online Payments refunds processed in Enrolmy
Activity Statement Detail
The opening balance displays the outstanding amount of the billpayer as of a certain date.
The amount column displays all invoices for the billpayer
The payments column displays all transactions applied against invoices
The balance column displays the running balance (all financial activity) of the billpayer, less applied payments
How To Find Activity Statements
Within the Money Tab, select Statements
Click on +Filter and set a date range
Search for a billpayer and click go
Open the activity statement
Download or print statements
How To Email Activity Statements To Customers - Awaiting Payment Option
Within the Money Tab, you can send an outstanding statement from the Invoices → Awaiting Payment section
Click on +Filter and set a date range
Use the tickbox to bulk select customers to send activity statements to
Select Email
Choose Activity Statement as the Statement Type
Optionally write a personal message within the message field
Select Send statements instead of invoices to recipients where 1 or more of their invoices have been selected
Activity Statement Option
Within the Money Tab, head the Statements → Activity Statements section
Use the tickbox to bulk select customers and send activity statements.
Select Email and then Send to Queue
Review what activity statements look like to customers here - Activity Statements View For Customers