How do I post a transaction?

Support Home
Updated On   
15 Oct
10:56 am

Sometimes you need to manually post a transaction to an account. This can be done easily by following these steps:

Open the transaction drawer using the left sidebar Transaction item.

-- or --

Open the drawer for a specific account by using the Post Transaction option in the Transaction History section of the Billing Tab:

Post Transaction from Transaction History

*If you used the Post Transaction button in STEP 1 then you can skip this step.

Search for the account and select the enrollment this tuition charge (or payment if you are trying to actually collect tuition) will apply to.

Step 2 of posting a manual transaction in Enrollsy

Click Post payment if you are wanting to just add a payment for something like a t-shirt. Optionally, you can also click Post charge if you want to have a bill attached to the payment. If the payment/bill is going towards a specific Enrollee's Program, then choose the correct program from the Enrollee Program dropdown list.

Step 3 of posting a transaction on Enrollsy
STEP 4 (Optional):

Add an internal private comment and/or a public memo comment viewable on the transaction history of the Account that is paying.

Step 4 of posting a transaction on Enrollsy

Choose the amount they will pay and the method used for paying:

Step 5 of posting a transaction on Enrollsy

Click Post and optionally choose whether or not to print a receipt:

Step 6 of posting a transaction on Enrollsy

Related Articles:

How do I apply a manual tuition charge?

See something wrong or have feedback regarding this FAQ? Please send us a message!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Schedule a free demo

Curious how Enrollsy would work with your specific use case? Schedule a free demo and we'll answer your questions and help you find out.

Enrollsy online enrollment software
Our Solutions
EnrollmentEnrollsy online enrollment software

Obtain all necessary enrollee data. Digitally. In the most efficient and organized fashion you can imagine.

Learn more
PaymentsEnrollsy tuition and fee management solutions

Collect payment for any program, at any interval, for any amount, with any payment method...with one low-cost merchant account.

Learn more
CRMEnrollsy CRM for enrollment organizations

Manage leads on their enrollment journey. Manage enrollees in classes, groups, or stages. Communicate. Integrate. Report.

Learn more
ReportingEnrollsy enrollment and back office reporting tools

Get information out of silos and into visible dashboards and reports so you can make better business decisions.

Learn more
PortalsEnrollsy portals for customer and employee communication

Give your customers and teachers access to the information they need about their students/participants.

Learn more
WebsitesEnrollsy custom websites for enrollment

Get the most out of your enrollment business with a custom website...that of course integrates seamlessly with Enrollsy.

Learn more