Difference Between Activity & Outstanding Statements

Scenarios:

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

This document assumes the following:

You read and understand When & How To Use Activity Statements
You read and understand When & How To Use Outstanding Statements
You read and understand Outstanding Statements View for Parents
You read and understand Activity Statements View For Parents

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 bill payer 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!

Last updated: 26 May 2023