Enrollsy checks for any existing credit on a customer's account whenever they enroll in a new class. If a customer already has a credit balance, Enrollsy factors it into the enrollment automatically, reducing the amount owed at checkout. Here's how the process works.
What a Credit Can Be Applied To
Currently, admin users and customers cannot direct an account credit toward specific charge items. Instead, the credit is subtracted from the total at enrollment.
Signing In — Required to Use an Existing Credit
For accounts with an existing credit balance, the customer needs to log in to their account before enrolling an additional student. They must use the same email address on file so the system recognizes that they have a credit to use.
How the Credit Is Applied — Automatically at Checkout
Once the customer is logged in and enrolling, Enrollsy applies the account credit automatically to reduce the amount they need to pay. If a customer has both an account credit and a gift card balance, the account credit is applied first. If a balance still remains after the credit and gift card amounts are applied, the customer will be required to pay it.
Your Enrollment Summary — Reviewing the Applied Credit
In the final step of enrollment, the summary shows the Account credit as a line item, along with other charges such as Material Fee, Pay First tuition, Convenience Fee, Payment method, and Auto-Pay, before the final Payment amount.
