Scenarios:

  1. You want to Pull your Enrolmy Financial information 

This document assumes the following:

  • You know how to navigate Enrolmy

How to Generate a Revenue Report

You can pull Financial reports anywhere in the Money Tab

Payments received report

  1. Click the Money tab and Invoices

  2. Click the '+' and select Payments

  3. Filter the Dates and Payment methods

  4. Select the tickbox and Print 

All debtors

  1. Click the Money tab and Invoices

  2. Click Awaiting Payments 

  3. Filter the Dates and Payment methods

  4. Select the tickbox and click + More

  5. Export to CSV

All Paid credit notes

  1. Click the Money tab and Credit Notes

  2. Click the '+' and select Payments

  3. Filter the Dates and Payment methods

  4. Select the tickbox and Click +More

  5. Export to CSV

All refunds

  1. Click the Money tab and Credit Notes

  2. Click Refunds

  3. Filter the Dates and Payment methods

Great! You can pull off some financial findings from Enrolmy!