Setting Up Automatic Billing

If registrants can pay a deposit at the time of registration, then the remaining tuition must be paid at a later date. They are collected either in one lump sum or spread out over installments on a specific date or dates. 

To begin set up automatic billing: 

1. From Home page, click Setup under desired season 
2. Click Deposits and Payment Plans on right
3. Select radio button for one of the following options: 

• Customers must pay a deposit of $ ___ of tuitions in order to check out,
• Customers must pay a deposit of ___ % of session tuitions in order to check out 
• Customers can check out without making any payment
• Set different deposit amounts for different sessions (See Session Level Deposits)
  • ​Note: If you select either of the first two, you must enter a numerical amount in the field. 

To allow customers to pay outstanding balances in several installments:

1. Under Outstanding balance payment options, select Payment plan(s) with multiple installment dates
2. Under Payment plans, click Create a payment plan
3. Select desired number of installments
4. Set date for when each payment will be collected
5. (Optional) Set Session applicability
6. Select Automatic billing option

• Note: If set to Optional, customers will have a choice whether to agree to be auto-billed. 

7. Click Save payment plan

1. Under Outstanding balance payment options, select I will collect the remaining balances myself
2. Click Save and continue

• Note: Auto billing takes place at 8AM on the scheduled date of billing. 

• Remove Payment Plan from an Existing Order
• Add Payment Plan to an Existing Order