Every customer account can have one bank account (ACH) and one credit card saved for Auto-Pay. Use the steps below to add a payment method for the first time, or to replace one that's already on file. If a customer needs more than one payment method on an account, see the note on additional payers at the end of this article.
Updating Payment Methods Before Scheduled Payments
If you need to update payment methods proactively, such as when changing payment providers, follow these steps:
Notify the payers (e.g., parents) about the need to update their payment method.
Use the following message template to communicate the update:
Subject: Please update your payment method with [Company Name]
Dear [Customer Name],
We have changed payment provider(s) and need you to update your payment method on file. Please sign in to your account using this link [paste in your account sign-in link from Enrollsy] and add your payment method. This needs to be done before [Enter a date here] to avoid missed payments. Thank you for your help in this matter.
Sincerely, [Your name here]
Ensure the payers complete the update before the specified deadline to avoid disruptions in payment processing.
Card Expiring
Account Holders will receive an email if their card on file is set to expire at the end of the month. Emails are sent on the 1st and 25th of each month and will include a button to update their card.
Email Example:
Getting to Auto-Pay Settings
Search for the customer and open their Account.
Click the Billing tab.
On the right side of the Billing page, find the Auto-Pay Settings panel. This is where you'll add, view, or remove the account's bank account and credit card.
Adding a New Payment Method
Add a Bank Account (ACH)
Under Bank account on file, select Set up new account, then enter:
Name on account
Routing number
Account number
Routing numbers can be looked up by searching the bank's name; customers can find their account number on a bank statement or on a paper check.
When the Amount Due at Enrollment is $0
In cases where a coupon reduces the amount due at enrollment to $0 (e.g., offering a free first month), the system will not prompt the payer to enter a payment method during checkout. To address this:
The payer must manually add a payment method after enrollment.
Alternatively, an admin can add the payment method on behalf of the payer. This ensures that future payments can be processed without issues.
Click Save to store the payment method.
Add a Credit or Debit Card
Under Credit card on file, select Set up new card, then enter:
Card number
Name on card
Card expiration date
Card zip/postal code
CVV code (3-digit code on the back of the card)
Click Save to store the payment method.
NOTE: Each account can only hold one bank account and one credit card. To give a customer more than one payment method — for example, splitting payments between two cards — set up additional payers on the account.
Replacing an Existing Payment Method
Delete the current payment method before adding a new one:
In the Auto-Pay Settings panel, click the trash can icon next to the bank account or credit card you want to remove.
Select Set up new account (for ACH) or Set up new card (for credit/debit), then enter the same details as above (name, routing/account number, or card number, expiration, zip, and CVV).
Click Save to store the new payment method.