• Enrolmy Help Centre
  • Enrolmy Help Centre
  • Enrolmy Help Centre
  • Enrolmy Activities
  • Before and After School Care
  • Current: BASC Best Practice

BASC Best Practice

Best Practice Overview:

  • Recurring V's Casual Bookings

  • How to Print a Hardcopy Enrolment Form

  • Waiting Lists & Attendance

  • How to add children to the attendance sheet

  • How to Add a Child on the Day

  • Setting up the Enrolmy Kiosk

  • How to Reconcile Attendance and Generate Invoices

  • How to Edit a Draft Invoice

  • How to Check if Invoices Are Paid

Invoice Management

  • How to Edit a Draft Invoice

  • How To Generate Detailed Invoices

  • How to Generate Concise Invoices with Grouped Invoicing

  • How to Void an Invoice

  • Edit the Billpayer on an Invoice

  • How to remove or edit a payment on a paid invoice

  • How to Check if Invoices Are Paid

 Customer Management

  • Authorised Pick Up's

  • How to Deal with Duplicate Customer Accounts (Merge, Archive)

  • How to Un-Archive Customers

  • Improving Access for 2nd Parent / Guardians

  • Managing Split Families/Shared Care

  • Account Change History - Tracking Changes

  • Direct Discounts Tab

Customer Communications

  • How to Create Your Own Email Templates & Modify System Templates

  • How To View Sent Emails and Unsubscribed Customers

 

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