Payments
How to post payments and credits
By Serena and 1 other2 authors34 articles
Recording & Collecting Payments
Core How-To's on collecting customer payments
How to Collect PaymentA guide on how to manually collect payments from customers, including cash and check payments
How to Post Bulk TransactionsPosting bulk transactions in Enrollsy saves you time and money!
How to Add Payments & Charges to an AccountLearn how to properly record transactions in a customer's account
How to Keep Track of Cash and Check Payments with DepositsIf you take cash or check payments, Enrollsy lets you keep track of them with Deposits
How to Split Payments Between Two Payment Methods When EnrollingWorkarounds for splitting the cost of enrollment between two different payment methods at checkout
What to Do if a Customer Pays in FullHow to handle future Invoices/Payment Plans if someone decides to pay in advance
Account & Payer Management
Managing accounts and payers
How to Modify the Enrollment or Charge Item Linked to a PaymentHow to adjust payment details on an Invoice
How to Add an Additional Payer to an AccountLearn about how to set up multiple payers on an account to pay for Enrollment fees or tuition
How to Cancel a Future Payment When Someone UnenrollsOnce a Customer withdraws from a Program, here's what to do with outstanding balances
How to Read the Transaction HistoryLearn how to understand the Customer Account page
Payment Plans
How to edit existing payment plans on accounts
How to Add or Edit Payment Plans on AccountsLearn how to customize, edit, or remove a customer's payment plans
How to View Who Has (or Doesn't Have) a Payment PlanUse the Enrollees Table or Invoices page to filter by Payment Plan
Enrollment Cards and Payment PlansLearn how to view and edit Enrollment Cards and the Payment Plans inside them
How to Fix an Invalid Payment PlanHow to fix a Payment Plan after you modify and Enrollment
Auto-Pay
All about automatic payments
About Auto-PayLearn how Auto-Pay works in Enrollsy
How to Edit Auto-Pay SettingsHow to make sure Customers can't opt in/opt out of automatic payments
How to View Who Is or Isn't on Auto-PayViewing Customers on Auto-Pay in four easy steps
How to Prevent Auto-Pay Errors or Duplicate Charges after CancellationEnsuring that duplicate charges and auto-pay errors do not occur after canceling a class or payment is crucial for effective financial management.
ACH/Credit Cards
About ACH and credit card payments
How to Edit a Customer's Payment MethodLearn how to enter or edit a customer's bank account or credit card payment in the admin portal
About Credit Card and ACH FundingLearn how deposits and fees show up in your bank from Enrollsy
Failed ACH Payments: What Happens & How to Run a ReportSee what happens when an ACH payment declines
How to Handle Declined Credit/Debit Card PaymentsHow to handle credit or debit card payments that do not go through
Refunds & Voids
How to void a payment or issue a refund
How to Void a PaymentLearn about voiding customer payments (made by Customers or Admins)
How to Issue a RefundLearn how to do full or partial refunds for all types of payments
Refund Credits: Leave On or Take Off?Learn when to use the a credit with a refund and when not to
Refund TroubleshootingTroubleshoot is a refund is processed or declined, and how to cancel one
What to Do if you Over Refund a CustomerThe steps to take if you accidentally refund a customer too much
Fees
How to charge convenience or other fees
About Convenience Fees (Pass Through Fees)You may want to off-set your credit card fees by setting up a "Convenience Fee" or "Tax" for all electronic payments
How to Create Calculated FeesLearn how to add fees that allow an Enrollee to select a quantity and be charged at enrollment
How to Manage Card Processing FeesHow to manage and delete card processing fees or unwanted transactions
About ChargebacksLearn more about what chargebacks are, the difference between a refund and a chargeback, the common reasons, and the associated costs
How to Dispute a ChargebackSteps to take if a credit card payment comes back declined
How to Prevent ChargebacksLearn how to prevent customers from filing chargebacks for credit card/debit card payments
About ACH ReturnsLearn more about when an ACH payment fails (ACHQ only)