How To Generate A Revenue Report On Enrolmy

Scenarios
  1. You want to Pull your Enrolmy Financial information 
 

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 

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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

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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

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All refunds

  1. Click the Money tab and Credit Notes
  2. Click Refunds
  3. Filter the Dates and Payment methods
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