What Happens When Editing Charge Items
What Happens When Editing Charge Items
When you edit a Charge Item name on the Items page, it will change it everywhere that Charge Item is within Enrollsy.
When you edit the settings of a Charge Item, it will change the Charge Item for everyone who enrolls after the change is made. For example, if you edit a Charge Item to be required, it will be required for everyone after the change is made.
If you add a Charge Item and use Quickbooks, you must add a mapping for that Charge Item. See this support article for steps on how to do that.
When you edit a Charge Item on a Class or Program, it will change it for everyone who enrolls in that class moving forward, but it doesn't retroactively change any charge items posted before the change. Therefore, if you have accidentally entered the wrong Charge Item on a Program or Class, that Charge Item will still show in the transaction history of all customers who enrolled before the Charge Item is edited to the correct one.
See "How to Create a New Charge Item," to add a new Charge Item.
Edit Charge Item Settings
To edit an existing Charge Item name or other settings, follow these steps:
Head to the My Company page and select the Items tab. Charge Items will be on the left-hand side.
Click on the pencil icon beside the Charge Item
Edit the Charge Item name
Click the radio buttons beside the options you wish to change
Click Save
Edit Charge Items in a Program
To edit a Charge Item on a Program, follow these steps:
Open the Program Editor by clicking the pencil icon beside the Program on the Programs page.
Click on the pencil icon beside the specific Program to edit one Program or select some or all Programs to edit multiple programs, then click on the blue pencil icon at the top.
Click on pricing on the left to get to the Pricing section.
Adjust pricing in the following places:
Total Program Cost - Enter a new amount in the appropriate places.
Payment Plans - Click on the pencil icon to manually edit the current payment plan's pricing. Change to "Manually set pricing" and click the + button to add the Charge Item. Also, add any Charge Items due at Enrollment.
NOTE: See this support article to edit any existing Payment Plans or create a new one. You can change the plan name, due dates, and/or invoice settings. To edit an individual's Payment Plan, click here.
Edit Charge Items in a Class (Class-Level Pricing)
Suppose your pricing is at the Class level, follow these steps to edit the Charge Items in the Class.
Head over to the Classes page (accessed from the left menu).
Click the down arrow beside the specific Class and then the pencil icon.
Once the editor is open, click on pricing on the left to get to the Pricing section.
Adjust pricing in the following places:
Total Class Cost - Enter a new amount in the appropriate places.
Payment Plans - Schedule Payment Events - Click on the pencil icon to manually edit the current payment plan's pricing. Change to "Manually set pricing" and click the + button to add the Charge Item. Also, add any Charge Items due at Enrollment.
NOTE: See this support article to edit any existing Payment Plans or create a new one. You can change the plan name, due dates, and/or invoice settings. To edit an individual's Payment Plan, click here.