Payments
How to post payments and credits
By Serena and 1 other2 authors34 articles
Recording & Collecting Payments
Core How-To's on collecting customer payments
- How to Collect Payment from a CustomerLearn how to manually post a payment to a customer's account — including electronic payments (credit/debit card or ACH), as well as cash and check
- Post Bulk TransactionsSave time by posting invoices, credits, or payments to multiple accounts at once
- How to Add Charges and Post Payments to a Customer's AccountStep-by-step instructions for recording charges, editing invoices, and collecting payments as an Admin
- How to Record & Track Cash and Check Payments with DepositsUse Enrollsy's Deposits feature to record and track cash and check payments after they've been deposited to your bank
- Splitting Payments Between Two Payment MethodsEnrollsy doesn't have a native split-payment option at checkout, but here are two workarounds to divide enrollment costs between two different payment methods
- When a Customer Pays in Full or in AdvanceHow Enrollsy handles overpayments and what to do with remaining Payment Plan invoices
Account & Payer Management
Managing accounts and payers
- How to Modify the Enrollment or Charge Item Linked to a PaymentHow to reassign a paid invoice to a different Enrollment or update its Charge Items
- How to Add an Additional Payer to an AccountSplit enrollment fees or tuition between multiple payers using Auto-Pay
- Managing Payments After a Customer WithdrawsWhat to do with an outstanding balance when a customer withdraws from a Program or Class
- How to Read the Transaction HistoryA guide to every column, color, and status indicator on a customer's Account page
Payment Plans
How to edit existing payment plans on accounts
- Add or Edit a Payment Plan on an AccountManually add, update, change, or remove a Payment Plan for an individual enrollee
- View Who Has (or Doesn't Have) a Payment PlanFilter by Payment Plan using the Enrollees Table, Invoices page, or the Invalid Payment Plans notification
- Enrollment Cards and Payment PlansUnderstand, add, and remove Payment Plans directly from an enrollee's Enrollment Card
- Fix an Invalid Payment PlanResolve a Payment Plan that became invalid after an enrollment was changed
Auto-Pay
All about automatic payments
- Auto-Pay OverviewAutomatically collect payments from customers without manual intervention
- Auto-Pay Settings: Company-Wide and Individual ControlsControl whether customers can opt in, opt out, or are required to use automatic payments — at the company level or per account
- View Who Is or Isn't on Auto-PaySee Auto-Pay status for every enrollee from one screen, then turn it on or off for any account
- Prevent Duplicate Auto-Pay Charges After CancellationClose the open invoice and turn off Auto-Pay when canceling an enrollment to stop future charges
ACH/Credit Cards
About ACH and credit card payments
- How to Add or Update a Customer's Payment MethodAdd a bank account or credit card to a customer's account, or replace one that's already on file
- Understanding Your Credit Card and ACH Deposits, Fees, and Settlement TimesLearn how EnrollsyPay deposits, fees, and settlement times appear on your bank and merchant statements
- Failed ACH Payments: Why They Happen and How to Track ThemUnderstand why an ACH payment gets rejected, what happens in Enrollsy when it does, and how to pull a report
- What Happens When a Credit or Debit Card Payment Is DeclinedLearn why Auto-Pay declines a card, who gets notified, and the steps to fix it and get the payment through
Refunds & Voids
How to void a payment or issue a refund
- How to Void a PaymentCancel a payment before it batches to the bank — for payments made by Customers or Admins
- How to Issue a RefundStep-by-step instructions for refunding electronic, cash, and check payments — including how to handle cancellation fees and credits
- Refund Credits: When to Leave Them On vs. Take Them OffLearn when a refund should include a credit — and when it shouldn't
- Refund TroubleshootingTroubleshoot is a refund is processed or declined, and how to cancel one
- What to Do If You Over-Refund a CustomerFix an accidental over-refund in two simple steps
Fees
How to charge convenience or other fees
- Convenience Fees & Pass-Through Taxes: How They Work and How to Set Them UpOffset your credit card processing costs by automatically charging customers a flat fee, percentage, or tax on every electronic payment
- How to Create Calculated Fees (Quantity-Based Charges)Charge a price per unit — like $10 per T-shirt — and let Enrollees choose how many they need at enrollment
- Delete or Manage Card Processing FeesRemove processing fees tied to canceled enrollments, or delete standalone/unwanted transactions
- About Chargebacks: What They Are, Why They Happen, and How the Process WorksUnderstand what a chargeback is, how it's different from a refund, why they happen, what they cost your school, and how the dispute process works from start to finish
- How to Dispute a ChargebackA step-by-step guide to responding to a chargeback notice, submitting evidence, and protecting your revenue
- How to Prevent ChargebacksPractical steps to reduce credit and debit card disputes, protect your revenue, and stay in good standing with payment processors
- About ACH Returns: What They Are, Why They Happen, and How to Resolve ThemLearn what happens when an ACH payment is returned, why it occurs, and how to resolve or prevent it going forward. (ACHQ merchants only)