If you'd like to offset credit card processing costs, Enrollsy lets you charge customers a "Convenience Fee" or "Tax" automatically on every electronic payment. You can set this fee as a flat amount, a percentage, or a combination of both — it applies automatically to payments made through the Enroll Form, Customer Portal, and Auto-Pay.

You can configure a convenience fee three ways for each payment method you accept (credit card or ACH): as a flat fee, a percentage of the payment, or a flat fee plus a percentage. The configuration you choose matters, especially for accounts with multiple enrollments.

When a Customer Account has multiple enrollments with invoices due on the same day, those invoices are rolled into a single transaction — meaning only one convenience fee is charged, not one per enrollment. The fee is always calculated per transaction, not per invoice.

Example: A Customer Account has two enrollments, each with a $100 invoice due on the 1st of the month ($200 total). Here's how each configuration would apply to that combined payment:

Convenience fees are applied automatically in three situations: when a customer pays through the Enroll Form, when a customer pays through the Customer Portal, and whenever an Auto-Pay event runs.

They are not automatic when an admin manually posts a payment on a customer's behalf — in that case, the admin must calculate and add the fee themselves. (Manual charging is covered in detail later in this article.)

Follow these steps to create a convenience fee or tax Charge Item:

If you'd rather set up a straightforward sales tax instead of a processing fee, follow the same steps but set "Type" to Standard Fee. This works well if you have one commonly sold item with a known, calculated tax rate.

Once the Charge Item exists, set its default pricing:

You can also leave the amount at $0 and enter the exact fee manually on each transaction instead — useful if your fee varies by item.

Need a different fee for a specific customer? Convenience fees can be overridden at the individual account level. Go to that customer's Billing tab and update the fee under Auto-Pay Settings.

Enrollsy does not automatically notify customers about convenience fees — you'll need to disclose them yourself. Here are two built-in ways to do that.

You can include convenience fee disclosures in your terms and conditions. These display during enrollment, right after payment info is entered and the customer clicks Pay & Enroll — they must check a box acknowledging the terms before submitting. See How to Create or Edit Terms and Conditions.

The terms are also included in the customer's enrollment confirmation email, under "Enrollment Terms."

You can also add custom instructions or messages that customers see in the Customer Portal. One option shows on the Portal home page:

Another option displays when the customer clicks Make a Payment:

Click here to find out how to add these payment messages.

When a customer pays on their own (via the Enroll Form, Customer Portal, or Auto-Pay), the convenience fee is added automatically. When an admin posts a payment manually on a customer's behalf, the fee is not automatic — it must be calculated and added to the invoice by hand. There are two ways to do this.

Add the convenience fee as a Charge Item during Step 3 – Set Up Transaction when creating an invoice, alongside any other charges like tuition or class fees.

Click Post to finalize the transaction.