If a customer needs to split their enrollment payment across two different payment methods — for example, paying part with a credit card and part with ACH — Enrollsy offers two workarounds to make this happen. Neither method requires a customer to start over, and both can be handled quickly by an admin.
Option 1 works best when the customer is enrolling themselves; Option 2 is better when the admin is handling the enrollment on their behalf.
Option 1 - Customer Enrolls with a Coupon Code
Start by creating a coupon code that covers the portion the customer wants to pay with their first payment method. For example, if they're splitting the cost evenly, create a coupon for 50% off. The customer uses this code when enrolling and pays the discounted amount with their preferred method.
What the customer sees at checkout when applying a coupon code
Once they've enrolled, remove the coupon code so the remaining balance appears as owed. To collect the second portion, you have a couple of options depending on how the second payer is paying:
Same payment method: Add a second payer to the account who is using the same payment method (e.g., both paying by credit card). You can then charge the second payer for the remaining balance. NOTE: Only Admin users can add a second/additional payer to an account. Primary account holders cannot.
Different payment method: If the second payer is using a different method (e.g., the first payer used a credit card and the second is paying by ACH), add the second payer's payment method to the account and charge them the remaining amount — or have the second payer log in to the account and make the payment themselves, provided they have been granted access by the primary account holder.
NOTE: The second payer will either need to be the secondary account holder with login access, or the primary account holder will need to log in to their account on behalf of the second payer.
See How to Add an Additional Payer to an Account for steps on how to add an additional payer.
Adding a second payer's ACH bank account to an existing Enrollsy account
Option 2 - Admin Enrolls the Customer
Alternatively, you can enroll the customer yourself as an admin and generate an invoice for the full amount. The customer can then pay part of the invoice using the second payer's payment method, and pay the remaining portion with their own payment method, saving it to the account for future use.
Go to the customer's account and enroll them in the Program as an admin.
When prompted, select Invoice as the payment method to generate an invoice for the full amount.
Open the invoice and post a payment for the first portion using the second payer's payment method.
Post a second payment for the remaining balance using the customer's own payment method.
In the example below, a $200 camp fee has been charged and $100 has already been paid by credit card, leaving a $100 balance due