This article describes what your customers see. You're viewing it as an admin.
This article walks through every step a customer experiences — from completing their Enroll Form to making payments and accessing statements in their Customer Portal. Use this as a reference when answering customer questions or troubleshooting billing issues.
Step 1 - Complete the Enroll Form
The billing journey starts when a customer fills out your Enroll Form. Both new and returning Account Holders select the program or class they want to enroll in at this step.
Step 2 - Choose a Payment Plan (if applicable)
After choosing their enrollment, customers are shown the pricing you've set up for that Program or Class. If you offer more than one payment option — Pay-in-Full, Scheduled, Installment, or Subscription — customers select their preferred plan here.
If a customer has a Coupon Code, they enter it at this step. The discount is applied automatically and the updated total is shown before they proceed.
If the enrollment is free, customers will not see payment plan options and will proceed directly to the confirmation step.
Step 3 - Enter Payment Information (if applicable)
If a balance is due at the time of enrollment, customers enter their payment details (card or bank account) before confirming. Depending on your settings, this step may also prompt customers to set up Auto-Pay — either as a requirement or as an option. Learn how to configure Auto-Pay settings.
If the enrollment is free, this step is skipped entirely and customers move straight to reviewing and confirming their enrollment.
Step 4 - Review, Agree and Submit
Before completing enrollment, customers see a summary of what they owe today and any future payments scheduled. They must agree to your Terms and Conditions before submitting. Learn how to set up Terms and Conditions.
This confirmation step also collects consent for:
SMS messages — customers consent to receive account notifications and payment reminders via text. This consent checkbox can be removed company-wide if you don't use SMS.
Future payments — customers authorize future invoices to be paid using their chosen payment method.
Step 5 - After Enrollment: Your Confirmation Page and Email
Once enrollment is submitted, customers land on a confirmation page and receive an enrollment confirmation email containing a link to their Customer Portal. From the portal, customers can:
View payments made
See current and upcoming invoices
Update their payment method
And more
Immediately after enrolling, customers receive a confirmation email that summarizes the program or class they enrolled in and the amount paid at the time of enrollment.
Step 6 - Receive Invoice and Auto-Pay Reminders
Enrollsy automatically sends reminder emails before upcoming invoices or Auto-Pay charges. The timing of these reminders is set in your payment plan settings — learn how to configure them here.
Two things happen when a reminder is sent: the invoice becomes "Current" (meaning it is now payable), and if the customer is on Auto-Pay, the charge will run automatically on the due date shown on the invoice.
Step 7 - Make a Payment Manually (for customers not on Auto-Pay)
Customers who are not on Auto-Pay can log in to their Customer Portal and pay their invoice manually. On the portal Home page, they click the Make Payment button to complete their payment.
Step 8 - Add or Update a Payment Method
Customers can add a new credit card or bank account directly from the portal Home page. Under Payment Methods, they click the pencil icon to add a new method.
To replace an existing payment method, customers must first delete the old one by clicking the trash icon, then add the new one and click Submit.
Step 10 - Download Statements
Customers can download financial statements from the Transaction History tab in their Customer Portal. Two statement types are available: a Transaction Summary and a Tax Statement.
For a deeper look at billing from the admin side, see Navigating Admin Billing Pages.