Let's say you have a registration fee, late fee, or other type of charge item that you want to offer. Or, let's say you need to designate a charge as something other than the system default, which is a miscellaneous charge. How do you set them up? You can learn how here.
When Auto-Pay runs, we understand how important it is to you to have visibility into which payments succeeded and which did not. Enrollsy makes this simple with automatic notifications to you and your customer whose credit card or ACH (eCheck) payment declined. Read more.
When an ACH payment (an eCheck) is posted, it gets put in a "Pending" status until the customer's bank funds it. Their bank can make one of two decisions:
"Settle" the payment. Most likely the scenario. This happens if the customer's bank successfully funds the ACH payment.
"Rejects" the payment. Just like a paper check, an eCheck can bounce or get rejected by the customer's bank.
Many wonder how Enrollsy handles rejected ACH payments. Learn more.
Whether you are a company admin user or you are a customer logged into the company's online portal, you can print payment receipts and account statements. Read more.
Let's say you have a sibling, military, or other type of discount that you want to offer. Or, let's say you need to designate a credit as something other than the system default, which is a miscellaneous credit. How do you set them up? You can learn how here.
Sometimes you need to add tuition manually. Here's a few use-cases we hear from time-to-time:
An enrollee drops from a program and then comes back. You don't want to charge enrollment fees or anything else and there is no need for them to re-enroll, but it's the middle of a tuition cycle.
A family needs a one-off billing schedule for some reason.
You have a drop-in option and auto-billing is not possible. You need to charge for tuition on an as-needed basis.
I've been using Enrollsy for some time now and have been charging my customers and collecting payments. I would like to see all my transactions over time in a report. See how here.
The list of use cases for batch transactions is vast.
You may need to credit 1,000 customers' accounts a day's tuition or class fee because of a snow day.
Or you may want to post class material fees class by class.
You can achieve this quickly and easily.
Can I collect a one-off credit card payment for an upcoming field trip from 200 customers at the push of a button? And will I be able to have instant visibility into declined transactions and retry them if necessary?
Let's say you receive payments from the state or from a charter school for certain enrollments. This FAQ discusses the easiest way to send an invoice for payment.
Refunding transactions in Enrollsy is easy to do, whether you're refunding check or cash payments or electronic payments. To learn about recording refunds for cash and check payments, head over here. This answer addresses how to refund electronic payments, both electronic check and debit/credit cards. Read more.
When auto-pay runs in Enrollsy, if you're an Admin user set up to receive email notifications for auto-pay results, you'll get an email listing any declined transactions. Some of the reasons for a declined payment are obvious, like expired card, insufficient funds, etc. But velocity limits sounds really technical and you might be wondering what to do if you see that reason. Here's what you should know.
Sometimes you make a mistake and post a charge and/or a payment to the wrong account. What we're addressing here is what to do when you realize this and what the customer might see when you make a mistake like this. Read more.
Let's say you have a generous grandma, a biological father in a divorced family, or some other scenario that requires you to let more than just the Primary Account holder pay for tuition. This answer will show you how it's done in Enrollsy.
Refunding electronic payments is easy and so is refunding check and cash payments. The difference is that when you refund a check or cash payment, you have to do the heavy lifting of giving the money back to the customer. We just make it easy to record the financial transaction. Read more.
Learning to leverage modern software is becoming a workplace necessity. So, one of our goals is to make using Enrollsy easy by helping our customers learn the lingo of our product. Read more.