Outstanding Statements View for Parents

Scenarios
  1. You want to know what outstanding statements looks like for your parents/families/guardians.
This document assumes the following.
  • You understand the difference between an outstanding and activity statement.

Outstanding Statement Parent View

From Email Inbox:

If your provider sends you an outstanding statement via email, then your email could look similar to the example below. For more information on how an outstanding statement is displayed then read below.

 

Email Header Details

  • The title of your email will read Your latest (insert provider name) outstanding statement 
  • Every outstanding statement will display an As At date.
  • The Balance Due amount reflects the total amount you owe this provider, for all children/bookings in your family.
  • The Pay All Outstanding Invoices Now button will appear on your outstanding statement if your provider has enabled you to pay for your invoices via credit/debit card on Enrolmy.

Email Body: Description Details

  • Each child that you are the billpayer/primary guardian for will have their outstanding invoices listed in the description section. 
  • For Week # details are especially handy if you are booked into a before and after school care programme. You can now easily view what week of the year this invoice is related too.
  • The Invoice number will be detailed in the description section
  • The payment reference and particulars for that invoice number will be detailed. 
  • The due date and Total amount of that invoice will be listed to the right of the invoice number
  • If there is already a part-payment reconciled on the invoice then that will display next to Paid 
  • The outstanding amount per invoice will be listed to the right.

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Email Footer Details

  • The Balance Due will be detailed in the email footer again
  • The providers Bank Account No: will be highlighted at the bottom of the statement if the provider accepts bank transfer or automatic payment as a payment method. 
  • The Pay All Outstanding Invoices Now button will appear on your outstanding statement if your provider has enabled you to pay for your invoices via credit/debit card on Enrolmy.

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From Enrolmy Account:

You can view all outstanding invoices that you have across multiple providers that you have booked yourself or your family into when logged into your Enrolmy Account. You can view these one by one, or add all outstanding invoices to a cart, review and look to pay for all items. 

1. Login to your Enrolmy Account (as a parent)

2. Head to the My Invoices section

3. Ensure the filter you have selected is Outstanding 

4. Select the Add to cart button to review all outstanding invoices in one list. 

5. If it is possible for you to pay for all items if the Pay for all items button displays in your cart. However some providers do not enable credit/debit card payments. Those related invoices will have the bank account number to bank transfer payment into.

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