Category: Autocharge

Overview The Installment Auto Charge Policies feature is designed to assist you in managing orders that are on a payment plan or with recurring billing. This feature will allow you to define what email messages should go out to both registrants and organization contacts after attempting to collect scheduled installment payments. You can use our […]

You can configure the Autocharge or the Installment Reminder system to merge all the installments due on the same day into one payment. With this configuration, users see only one charge on their credit cards for multiple installments. Autocharge installments Go to the Admin Dashboard > Settings Select Policies > Autocharge payments Scroll down to see the Additional options […]

There are situations when a payment needs to be divided between two people, for example when two parents are separated and need to share the expenses of a child. Follow the instructions below We assume that the child has already a registration under the first person. As the admin, perform an offline registration for the […]

Overview You can change an installment due date by going to the order details and editing the due date. See instructions below. Step 1- Go to order View Details and click on the Edit icon. Step2- Now in the Edit order page select the Tuition price option and scroll down to see the installments of […]

Overview You can use the Stop Payment function to temporarily or permanently stop automatic installment payments on any particular order. You can always resume payments when needed. Where do I find this feature? Select an order and click on the “View details” option. Next to the installment section, click on “Action” and select “Stop payments”. […]

Overview You can now stop automatic payments from getting triggered at the account level as well as stopping email reminders from going out. This is especially useful when you need to do it in bulk rather than editing individual orders. You will be able to change this setting for both automatic payments and automatic or […]