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How to Bypass the Payment Section on the Enroll Form as an Admin User
How to Bypass the Payment Section on the Enroll Form as an Admin User

Need to enroll someone and not charge them? Here's how

Serena Edwards avatar
Written by Serena Edwards
Updated over 5 months ago

As an Admin User, you can enroll someone and bypass the payment section, even if it's required. In doing this, you must manually add any pricing onto the account (if applicable). This might include creating an Invoice for any fees due at enrollment or adding a Payment Plan.

Uncheck any boxes under Pricing Options or Payment Plans so that all Pricing shows zero. See the screenshots below for pricing examples depending on your setup.

Due At Enrollment Pricing Options

If you have any fees due at enrollment, these will show up under "Pricing Options" or "Plan Costs," depending on your Program set up. This is where you can uncheck the box beside each item to bypass payment for that item.

uncheck boxes to override tuition on Admin-created enrollment in Enrollsy

Program-Level Pricing

If the pricing is on the Program, after making the Class selection, select "View" to see all pricing options. Here you can uncheck the fee box to bypass pricing on that charge item.

Class-Level Pricing

If pricing is on the Class, click "Select Payment Options" to view the pricing. Here you can deselect the fee box to bypass pricing on that charge item.

Multi-Select Program

If your Program is set up on Multi-Select and has Class selection lists, you will select "View" on the "Class Selection" to view the pricing. Here you can uncheck the boxes beside each charge item to bypass pricing.

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