By Serena and 1 other2 authors14 articles
Account Credits
All about credits and how to add or edit them
How to Give a Customer a CreditApplying a credit to an account is easy in Enrollsy
How to Add or Edit Credits on a Customer AccountLearn how to adjust Credits, Prepayments or Gift Cards
How to Add a Gift Card Credit to an InvoiceNow admins can post credits to Invoices. Here's how!
How Accounts With a Credit Work at EnrollmentHow Enrollsy handles credits of existing Accounts
Discounts
How to set up discounts
How to Add Automatic Discounts to a ProgramEnrollsy allows Special Rules for Charge Items to create flexibility
How to Create a DiscountTwo ways to post Discounts: One-Time and Recurring
How to Apply a Discount After EnrollmentLearn the different ways to apply either a Discount or Coupon Code after enrollment
How to Create a Scholarship ProgramIf your company accepts government waivers or other scholarships, Enrollsy has an easy way to set these up
Coupon Codes
How to create, edit, or add coupon codes to programs
How to Create a Coupon CodeLearn how to create coupons, specials, and/or trial periods to your Programs
How to Expire or Delete a Coupon CodeLearn how to expire a Coupon Code or delete it entirely
How to Tell if a Coupon Code was Used During EnrollmentCoupon Codes are viewable in Enrollsy, so you always know when an Enrollee uses one
How to Edit a Coupon CodeLearn how to change parts of a Coupon Code and any consequences to those changes
How to Add Coupon Codes to the Enroll FormNeed for your customers to have a list of Coupon Codes to choose from? Learn how to add them to your Enroll Form
How to Attach a Coupon Code to a ProgramLearn how to attach coupons, specials, and/or trial periods to your Programs