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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 ...
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 ...
Creating a product/service for eyenquiries
If you need to request payment from a parent during the enquiry process, you can send them an invoice through eyenquiries. To do this, you first have to set up a product or service on the system, which defines what you invoice the parent for. ...