Difference Between Activity & Outstanding Statements

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

Screen_Shot_2021-08-24_at_7.28.39_PM.png

Yes Yes

Will display overdue & outstanding credit notes

Capture_2021-08-24_at_19.30.04.png

Yes No

Will display applied credit notes

Capture_2021-08-24_at_19.31.05.png

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

Capture_2021-08-24_at_19.52.38.png

Yes No

Will display applied Xero generated credit notes

Capture_2021-08-24_at_19.52.06.png

Yes No

Will display Enrolmy reconciled payments

Capture_2021-08-24_at_19.32.16.png

Yes No
 
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.