Your customers will go through the following financial steps when Enrolling with you.
Enroll
Everything begins with Enrollment. Whether already of customer of yours or coming through for the first time, Account Holders will complete the Enrollment Form and make their Enrollment Selection.
Select Pay in Full or Payment Plan
The pricing you build out for each Program and Class will be displayed to your Customer after they make their Enrollment Selection. If you have different payment plan options (i.e. pay-in-full, scheduled, installment, or subscription), your Customer will make their selection here.
If they have a coupon code, they will have the chance of inputting it in here and seeing the discount automatically applied to their total amount due (including scheduled payments).
Put in Payment Information
Before confirming enrollment, if customers owe anything at the time of Enrollment they will enter their Payment Information. They have the chance here to opt-in or out of Auto-Pay, if you decide to give them that choice.
Confirm Enrollment and Pay
After making their selection, your customer will see an overview of what they are paying for today and then will select "Confirm." If you have Terms and Conditions written out, they will need to select "I agree" before being able to confirm.
Access Customer Portal
Upon confirmation, Customers will be taken to the Confirmation page where they can select "My Account". Within their Account, they can see payments made, future invoices, and current invoices. This is also where they can download Tax Statements and Receipts.
Receive Enrollment Confirmation Email
Once enrolled, Customers will receive a Confirmation Email, outlining what they successfully enrolled into and what they paid at the time of Enrollment. Another Customer Portal link will be linked here.
Receive Invoice and Auto-Pay Reminders
The system will automatically send out an auto-pay / invoice reminder to your Customers with upcoming due dates. The number of days prior to the due date that this is sent out, was configured when you set up your payment plans. Invoices become "Current", and therefore payable, as soon as that reminder gets sent out. Auto-pay will run on the due date listed on the invoice.
Make a Payment
If the customer is not on autopay, they will need to login to their Customer Portal and make a payment manually. Once logged in, they will simply select the "Make Payment" button on the Home Page.
Access Statements
From within the Customer Portal, Customers can select the "Transaction History" tab and then download a Transaction Summary or Tax Statement.