Managing transactions is an essential aspect of ensuring accurate and error-free payment records in Enrollsy. This guide explains how to delete card processing fees, including those associated with canceled enrollments, and how to remove standalone or unwanted transactions from an account.
Card processing fees (also called convenience fees, etc.) are both the fees you, as a merchant, are charged by your merchant provider and what you charge your own customers to cover those fees.
Special Considerations
Refunds for Canceled Enrollments: If a processing fee linked to a canceled enrollment is deleted, ensure you review the entire transaction history and process a refund for any excess payments if required.
Not on Invoices: Card processing fees are not on Invoices unless they are manually placed on the Invoice. Processing fees will show on statements and transaction summaries.
Irreversible Actions: Once a transaction is deleted, it is permanently removed from the system and cannot be recovered. Proceed with caution.
Deleting Card Processing Fees for Canceled Enrollments
If you need to delete card processing fees linked to a canceled enrollment:
Open the account associated with the canceled enrollment.
Access the Transactions list.
Locate the processing fees that need to be deleted. These will usually be linked to the program fee.
Click the three dots (more options) next to the specific transaction.
Select Edit, then choose Delete transaction to remove it.
Review whether a refund is necessary for the canceled enrollment and issue it if applicable.
Note: Deleting the transaction ensures that the associated charge is removed, and the customer is no longer responsible for it.
Removing Standalone or Unwanted Transactions
To remove an unwanted or incorrect transaction, such as a standalone card processing fee:
Navigate to the customer's account within Enrollsy.
Open the Transactions list to view all transactions linked to the account.
Find the specific transaction you want to delete.
Click the three dots (more options) adjacent to the transaction.
Select Edit and then choose the Delete transaction option.
Tip: Always double-check the details of a transaction before deletion to avoid errors.
About Refunds of EnrollsyPay Processing Fees
All electronic payments have payment processing fees associated with them. Enrollsy clients/merchants pay these fees directly to the merchant services companies Enrollsy works with. Enrollsy does not collect any payment processing fees. These fees are recorded and available in your monthly statements from the merchant services company.
Refunding an electronic payment does not release the Enrollsy client/merchant from paying for the transaction's original payment processing fees. If you pass this fee through to your customers, it's up to you to decide if your refund will include the refunding of the payment processing fees or not.
See this article for EnrollsyPay's processing fees. See this resource for Card Connect/CardPointe fees (legacy clients only). If you don't know which payment processor your company has, we can let you know.