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Parent Portal View of Payment Installments

Scenarios:

  1. You want to know what customers will see when payment installments are activated.

This document assumes the following:

  • You have set up a holiday programme, class and lesson or camp activity that allows parents to pay through a payment instalment plan.

  • Thi activity credit card only

How Payment installments Are Seen In The Parent Portal

During the Booking Experience

During the booking experience, customers will be faced with a range of payment installments based on what you had selected within the activity settings. Caregivers will view:

  • The payment instalment plans that are available to them.

  • The cost for each instalment plan.

  • The date range that this instalment plan covers.

  • The date the instalment plan ends.

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Once the customer has selected a payment instalment option, they will be prompted to pay the first instalment at that point:

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Within My Invoices Area

Customers can see the instalment payments that are due or coming up for each invoice, in the My Invoices area of the parent portal. They can pay an overdue instalment, or voluntarily pay an instalment in advance, by clicking on the “Pay Now” “Pay instalment” or “Pay in Full” option:

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Within My Credit / Debit Cards Area

Customers can see the payment methods that they have authorised for each provider for instalment payments in the My Credit / Debit Cards area of the parent portal. Here, customers can de-authorise permission for a payment method to be used. If a customer actions this, Enrolmy will still try to take instalment payments and the customer will receive email notifications:

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Payment Instalment Communication Sent To Customers

Upon first instalment/deposit taken, customers will receive a receipt confirmation email:

Customers will receive a heads-up email 24 hours before payment is taken:

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If a payment fails due to not having enough funds, the “payment failed but we will retry” email will be initiated:

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If a payment fails due to an unauthorised payment method, the “payment failed and we will not retry” email will be initiated:

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