Creating a Debit or Credit for an Enrollee

Creating a Debit or Credit for an Enrollee

Accessing the Enrollee Register

  1. Search for the desired enrollee by name
  2. Once on the enrollee profile, go to the Financial tab
  3. Here you can add debits or credits for the enrollee
  4. You can also view the total balance due and all transactions for any registers for the enrollee

Adding a Debit for an Enrollee

  1. Select the +Debit button
  2. Enter the following
    1. Debit - amount
    2. Transaction Details - optional
    3. Payment Details - optional
    4. Payment Type - Select the reason for the debit (Ex - Fines)
    5. Select Save
  3. You will notice the balance Due will now reflect the debit balance owed in red
  4. You will also notice the transaction details are noted below along with the user that entered the debit
  5. Once you have entered the first debit on the register, you can set up the recurring fees and/or payment reminders if desired. Please refer to the article here for instructions to set up these features. 
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Adding a Manual Credit for an Enrollee

Info
Enrollees can pay for fees online using their debit or credit card by selecting the Payment button in the EnrolleeApp. The steps noted below detail how to manually enter credits on the enrollee register in the event the enrollee makes a payment via some other method (Ex - Cash, Money Order, Check)
  1. Select the +Credit button
  2. Enter the following
    1. Credit - amount
    2. Type - indicates what the payment should be applied toward (Ex - Fines)
    3. Payment Type - method of payment (Ex - cash, check, money order, etc)
    4. Transaction Details - optional
    5. Payment Details - optional 
  3. Select Save
  4. You will notice the debit is now reflected against the balance due reducing the total balance amount
  5. You will also notice the transaction details are noted below along with the user that entered the credit
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Processing an Online Payment for an Enrollee

  1. On the enrollee register, there is a "Make Payment Button"
  2. This button allows users to process online payment for enrollees that want to use a debit or credit card over the phone or in person. Enrollees are encouraged to take advantage of the EnrolleeApp to make online payments. Please refer to the article here that details how the enrollee makes payments via the app. 
  3. Selecting this button will open a new tab, and take the user to a custom online portal that allows you to process a payment for the enrollee
  4. Complete the following steps:
    1. Confirm the enrollee's information is correct
    2. Read and confirm the two acknowledgments. If more than one register is visible, choose which register the payment is for, and select "Pay in Full" to pay the full balance, or select "Partial Payment" and enter the payment amount where the "0.00" is displayed
    3. Select "Pay Now"
    4. Complete all billing information fields and select "Continue"
  5. The payment will now be reflected against the register balance, reducing the total balance amount  
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A payment report is available to view all transactions and payment details. For more information on how to access this report please refer to the article here

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