Every enrollment in Enrollsy generates an Enrollment Card, which lives inside the Account Holder's Billing tab. This is where you can view enrollment details, see existing Payment Plans, and add or remove Payment Plans as needed.
Enrollment Cards may look different depending on the enrollment type, the pricing model configured for each Program, and whether a Payment Plan has been added manually by an admin.
Enrollment Cards
Each enrollment creates an Enrollment Card inside the Account Holder's Billing tab. The card displays the Program name, the selected Class(es), and any Payment Plan(s) selected at enrollment or subsequently added by an admin.
The right side of the card shows the Payment Plan summary, including Future Invoices amount, Payment Plan name, and Class. Use the Paid and Current tabs to toggle between paid and active invoices for that enrollment.
Viewing Multi-List Classes
For enrollments in Multi-List Programs, Class Assignments show a View Class dropdown rather than a direct class name. To see which Class is assigned, select the View Class dropdown (not the blue View link) and choose the List, then the Class. Clicking the blue View link will redirect you to the Classes page instead.
Adding a Payment Plan After Enrollment
You may need to add a Payment Plan after an enrollment has already occurred — for example, when additional services or Classes have been added to the enrollment. An Enrollment Card will be in one of two states when this happens:
No Payment Plan assigned:
One or more Payment Plans already assigned:
Program vs. Class Level Payment Plans
Before adding a Payment Plan manually, decide which level is appropriate for the enrollment.
Key considerations:
You can create either a Program or Class level Payment Plan for any enrollment, regardless of its Enrollment Model. However, Program level Payment Plans do not report financial information at the Class level. If you need payment or invoice reporting at the Class level, use a Class level Payment Plan.
Important: Adding a Payment Plan at the Program level will set the Class field to None on the Enrollment Card. When a Payment Plan is assigned at the Class level, the Class name will appear instead.
How to Add a Payment Plan
Click + Payment Plan on the Enrollment Card for the correct enrollment, then follow these steps:
Choose the level — Program or Class (see Section 4 above for guidance).
Choose or create a Payment Plan — Select an existing plan or create a new one.
Add Charge Item(s) and amounts — Use the "reuse" button to copy the same amounts across all payment events.
Click Save to save the Payment Plan.
How to Delete a Payment Plan
After locating the Payment Plan you want to remove, follow these steps:
Click the Edit button below the Payment Plan name on the Enrollment Card.
Click Change, then select Remove this payment plan. This will remove ALL payment events for this enrollment.
A confirmation warning will appear before the deletion is finalized:
Click Remove to confirm.