Implementation
By Serena1 author24 articles
Merchant FeesReview fees associated with an Enrollsy Credit Card and ACH accounts
Pass Through FeesAdd automatic processing fees to all transactions processed in Enrollsy
The Underwriting ProcessLearn important information about your Merchant Account Applications
Complete Your Application(s)Follow these steps to complete your Merchant Account Applications
Your Merchant GatewaysEnsure you have access to your Merchant Account Portals
PCI ComplianceLearn how to complete your PCI Compliance Survey
Charge ItemsLearn more about Charge Items
Discount ItemsLearn more about Discount Items
Pricing ModelsLearn which Pricing Models are available when setting up Program and Classes
Automatic DiscountsLearn more about which Automatic Discounts Enrollsy offers
Payment PlansLearn about the Payment Plans Enrollsy offers
Coupon CodesLearn how Coupon Codes within Enrollsy work
Succession PlanningEnsure a successful pass-off of responsibilities
Set Up Charge ItemsLearn how to configure Charge Items
Set Up Discount ItemsConfigure your Discount Items for a successful Implementation
Add Program / Class PricingTime to add pricing into your Program and Class settings
Auto-Pay SettingsDecide which Auto-Pay Settings will be available to your Customers
Test Pricing on Enroll FormEnsure your pricing is set up correctly by completing a test enrollment
Test Making PaymentsMake Payments within the Customer Portal
Download a Transaction ReportPractice downloading a Transaction Report to ensure pricing is configured correctly
Test Accessing Customer ReportsLearn how your Customers will find and print reports