Allow Admin to Skip Payment & Create New Invoice at Enrollment
under review
R
Retired Starfish
When an admin is manually enrolling a child we need to be able to skip the payment portion but still assign the payment plan to the enrollee and any other fees (registration, etc.) associated with enrollees. Currently we have to uncheck the box and then go back into billing and create an invoice and add a new payment plan.
Serena Edwards
If you are needing to charge the customer what is due at enrollment and be able to add the payment plan, if the customer is already in Enrollsy and has a payment method entered, you can charge it when enrolling. This will charge the customer what is due at enrollment and add the payment plan to their account. Otherwise, if you don't have a payment method on file, then yes, you have to uncheck the box beside any pricing and add the invoice/payment plan afterward.
Serena Edwards
under review