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How Accounts With a Credit Work at Enrollment
How Accounts With a Credit Work at Enrollment

How Enrollsy handles credits of existing Accounts

Serena Edwards avatar
Written by Serena Edwards
Updated over a month ago

Enrollsy takes into consideration any Credits on an existing Account upon enrollment. If an existing Customer enrolls in another Class, the Credit will be taken off at the time of enrollment.

NOTE: Currently, Admin Users or Customers cannot specify specific Charge Items an account credit can go toward. The credit is taken off the TOTAL at enrollment (see explanation below).

For Accounts with an existing Credit balance, the Customer will need to log in to their account BEFORE enrolling an additional student. The Customer will need to use the same email address they have on file, so the system knows that they have a credit to use.

In the final step of the enrollment process, the summary will show the Account Credit applied as a line item (see below).

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