If you have set up Programs with Proration and the Programs or Classes are not prorating, here are some possible reasons:
1- Payment Plan Setup
Proration currently only works with Pay-in-Full and/or Scheduled Payment Plans in any Enrollment Model. Here's how to set up a scheduled Payment Plan.
2- Program Dates
For pricing on the Program level, each Program has to have Program start and end dates. The system will take these dates into account as it calculates how much your customer owes when they are signing up before the start date.
To do this, follow these steps:
On the Programs page, select the pencil icon next to the Program to edit it
Scroll down to the "Enrollment Model" setting section
Select the edit icon next to "When does this program run?" to set the correct program dates.
Click Save to save any edits
3- Class Dates
If the pricing is on the Class; make sure the Class dates are set. The system will take these dates into account as it calculates how much your customer owes when they are signing up before the start date.
To do this, follow these steps:
On the Classes page, click the down arrow beside the Class
Select the pencil icon to edit the Class
Scroll down to the "When does this Class happen?" section. Click on the box beside "Set days/dates when this Class occurs"
Click the plus button to add days/dates to the class
Click Save to save any edits
4- Holiday Calendar
When applicable, modify or create your Holiday Calendar if you wish to exclude specific dates from the proration algorithm. In other words, exclude them if you don't want Holidays or Breaks to be included as part of the total cost that gets prorated. For more steps to add a holiday calendar, click here.
5- Proration Setting
Depending on where you have pricing set, you will now see a Prorating section in the Program or Class. Ensure the Prorating settings include all Charge Items you intend to Prorate, which consists of those due at enrollment and in any Payment Plans.
Click here for steps on setting up Proration on Programs.
Test Enrollment
As always, you can just run through a quick test enrollment to verify that your settings produce the desired outcome. Learn how to do this here.