Scenarios

  1. You want to understand the difference between activity and outstanding statements. 

Statements Overview in Enrolmy

Enrolmy provides two types of statements, an Activity or Outstanding Statement. 

An Activity Statement should be sent to billpayers who want to see a financial record of their families' activity on Enrolmy. The financial record will only be emailed to the billpayer of the family and it will include;

  • Invoices for all children in the family

  • Credit notes created for all children in the family 

  • Overpayments from Xero that have been applied to Xero generated invoices

  • Payments made on invoices

  • WINZ Credit Notes created for all children in the family

An Outstanding Statement should be sent to billpayers who only want/need to see their outstanding balance. This financial record will only be emailed to the billpayer of the family and it will include;

  • Outstanding Enrolmy invoices

  • Overdue Enrolmy invoices

Similarities & Differences Between Activity & Outstanding Statements

Detail

Activity

Outstanding

Will display draft credit notes

No

No

Will display draft invoices

No

No

Will display overdue & outstanding invoices

Yes

Yes

Will display overdue & outstanding credit notes

Yes

No

Will display applied credit notes

Yes

No

Will display applied Xero overpayments to Enrolmy generated invoices

Yes

No

Will display outstanding & overdue Xero generated invoices

No

No

Will display unapplied Xero generated credit notes

Yes

No

Will display applied Xero generated credit notes

Yes

No

Will display Enrolmy reconciled payments

Yes

No

Great! You now understand the differences between these two statement types!