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Downloading data from eyenquiries
What follows is a list of the kinds of data you can download off eyenquiries, from where, and in which formats. With eyenquiries, you can either download data directly from a section of the system, or generate the data you need from the Reports tab. ...
Creating an invoice in eyenquiries
Sometimes, it's necessary to request payment from parents during the enquiry process, which is why eyenquiries has its own invoicing system. It shares some features with the eymanage invoicing system. Go to eyenquiries > Pipeline. Click on a child’s ...
Creating a deposit in eyenquiries
In eyenquiries, you can manage deposits through the enquiry profile. This includes creating and sending deposit invoices to parents, and recording payments. Creating a deposit invoice Go to eyenquiries > Pipeline. Click on a child’s name to bring up ...
Notification settings on eyenquiries
On eyenquiries, you can edit which users receive notifications, and which actions they receive notifications for. For example, you may set it up so that both eyenquiries Admin and eyenquiries Standard roles receive notifications for enquiries, but ...
Creating a payment in eyenquiries
You’re able to mark an invoice as paid through the Transactions section of an enquiry profile, or through the Invoices tab. Through the enquiry profile Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. Click on ...