From Email Inbox:
If you send an activity 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) activity statement
For Period: This is the date range of the activity statement
Email Body: Description Details
Each attendee that they are the bill payer/primary guardian for will have their outstanding invoices listed in the description section
The Opening Balance displays the amount that is owing at the beginning of the selected From Period
The Date for each invoice/credit note/payment identified is the same date as the invoice/credit note creation date
For Week # details display what week of the year this invoice/credit note/overpayment/payment is related to
The Invoice number/Credit Note number will be detailed in the description section
The payment reference will be detailed
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 Your Credit Balance note displays the total amount of credits this customer has accrued within the time period of the Statement. This excludes any Subsidies credit notes
How Credit Notes Impact Activity Statements
An unapplied Enrolmy credit note will deduct from the Balance amount. For example:
The opening balance on this email example shows $22,358.27
With the unapplied $30.00 credit note, the balance will then change to $22,328.27 (less than $30.00)
An applied Enrolmy credit note will not deduct from the Balance. This is because the credit note amount has already been deducted in full from the balance prior.
