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V1 Billing ONLY (NO Payment Plans)
V1 Billing ONLY (NO Payment Plans)
Articles that pertain only to our Legacy Billing system
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16 articles in this collection
Written by
Richard Hogan,
Serena Edwards,
Ty Holbrook
and 1 other
Program Settings
How to change the dates in a duplicated Enrollment Period (V1 Billing Only)
If you duplicate an Enrollment Period, remember to change the dates and other info that might be changing in your Programs and Classes.
Written by
Serena Edwards
Updated over a week ago
How to complete the Schedule section (V1 Billing Only)
Learn how to add a schedule for your Program, including Enrollment End Date, Tuition Start & End Dates and Custom Auto-Billing
Written by
Richard Hogan
Updated over a week ago
Auto-Pay
About Auto-Billing/Auto-Pay reminders (V1 Billing Only)
Set up payment notifications, so you can get paid on time
Written by
Tyler Andersen
Updated over a week ago
How to view who is or isn't on Auto-Pay (V1 Billing Only)
Viewing customers on Auto-Pay in four easy steps
Written by
Serena Edwards
Updated over a week ago
How to adjust company Auto-Pay settings (V1 Billing Only)
Learn how to customize Company Auto-Pay for your customers
Written by
Serena Edwards
Updated over a week ago
How to create an individual Auto-Pay schedule (V1 Billing Only)
Changing Auto-Pay scheduling is simple for both Customers and Admin
Written by
Serena Edwards
Updated over a week ago
Auto-Billing
How to edit Billing notifications (V1 Billing Only)
Choose how payment due and auto-pay notifications are sent out
Written by
Serena Edwards
Updated over a week ago
How to edit Auto-Billing (V1 Billing Only)
Learn how to edit your company-wide automatic billing settings
Written by
Serena Edwards
Updated over a week ago
How to customize Auto-Billing for a Program (V1 Billing Only)
Need to override company auto-billing settings for a particular program? Enrollsy makes it easy!
Written by
Serena Edwards
Updated over a week ago
How to know if someone has Auto-Billing turned off (V1 Billing Only)
Is an Account not getting billed? How to make sure they have Auto-Billing turned on
Written by
Serena Edwards
Updated over a week ago
Fees
How to create a Discount (V1 Billing Only)
Two ways to post Discounts: One-Time and Recurring
Written by
Serena Edwards
Updated over a week ago
How to charge a Prorated Tuition (V1 Billing Only)
If you need to charge partial tuition/prices, you can set up a Prorated Tuition right on the Enrollment Form
Written by
Ty Holbrook
Updated over a week ago
Payments & Charges
How to give a Customer a credit
Applying a credit to an account is easy in Enrollsy
Written by
Serena Edwards
Updated over a week ago
How to post a Payment or Charge
Learn about the different ways to post a transaction (payment or charge) to someone's account
Written by
Richard Hogan
Updated over a week ago
How to apply a Charge/Fee to an account (V1 Billing Only)
Here's the way an Admin can add a charge to an Account
Written by
Tyler Andersen
Updated over a week ago
How to cancel a future payment when someone unenrolls (V1 Billing Only)
Once a Customer withdraws from a Program, here's what to do with outstanding balances
Written by
Serena Edwards
Updated over a week ago