Enrollsy supports splitting enrollment fees or tuition across multiple Payers on a single Account. Each Payer can be set up on Auto-Pay using a bank account (ACH) or debit/credit card, or an Admin can manually charge their payment method. Payers and their assigned Portions are set up by Admin users — Customers cannot add Payers or enter payment methods themselves from the customer portal.
Watch the full walkthrough above, or follow the step-by-step instructions below.
How Payers and Portions work
Before setting up Payers and Portions, here's what you need to know:
Admin users must set up Payers. Primary Account Holders/Customers cannot add additional Payers or enter payment methods from the customer portal.
Each Payer needs their own payment method. Payers can have a bank account (ACH) and/or a debit/credit card on file.
Both the Primary Account Holder AND the Payer must have Auto-Pay turned on and set to the correct payment method for the Payer function to work.
Payers pay a Portion percentage that Admins configure. By default, this applies to all invoices on the Account unless the Payer is assigned to a specific Enrollment.
Payers can be assigned to a specific Enrollment (e.g., Summer Camp). When assigned to an Enrollment with no Portion percentage, the Payer is 100% financially responsible for that Enrollment. If a Portion is also set, the remaining percentage falls to the Primary Account Holder.
Multiple Payers are supported — there is no maximum.
You'll see Payer balances and Portions after the next invoicing run. Changes do not apply retroactively to existing invoices.
Note about shared account access: Enrollsy also has a feature that allows customers to grant account access to other people for making payments. Accounts with shared access can set up and control their own Portions. Learn how shared account access works.
How to Set Up Payers
Payers are set up on individual Accounts — there is no bulk option. Only Admin users can do this.
Before you start: The Account must have at least one payment method already on file before you can add a Payer. Both the Primary Account Holder and the Payer must have Auto-Pay turned on.
Step 1 — Go to the Billing page of the Account and click the Additional Payers icon (shown below).
Step 2 — Click the +Add button. Enter the Payer's name and their bank account (ACH) or debit/credit card number, or both.
Step 3 — Scroll to the bottom of the modal to find the Auto-Pay setting. Select the payment method to use for Auto-Pay, then click Save.
How to Set Up Portions
After adding a Payer, you can assign them to a specific Enrollment, set a Portion percentage, or both. This determines how much of the balance the Payer is responsible for.
To assign a Payer to a specific Enrollment
Step 1 — Click the Portions tab, then click the blue + button. Select Enrollment.
Step 2 — Select the specific Enrollment this Payer will be financially responsible for.
Note: If a Payer is assigned to a specific Enrollment with no Portion percentage set, they are 100% responsible for that Enrollment fee. If a Portion percentage is also set (e.g., 50%), the Primary Account Holder pays the remaining 50%.
To set a Portion percentage
Click the Portions tab, then click the blue + button. Select Percent and enter the percentage the Payer is financially responsible for. Click Save.
Once saved, the completed Payers and Portions view will show each Payer, their percentage, and — if Auto-Pay is on — which payment method is being used.
Confirmation
You can see how many additional Payers are on an Account at a glance — a small green number appears on the Additional Payers icon in the Auto-Pay Settings area.
