Using the EnrolHQ Split Payments feature is easy. Follow these steps:
1. Select the new % yellow button to choose the split amount
2. Use our slider to determine the split the amount between Parent 1 and Parent 2.
3. Click split to confirm the payment structure.
4. You can further adjust / add line items to each parent if you require by clicking the blue edit button against each parent.
5. When a Reserved or Confirmed Offer of Place is sent through EnrolHQ, the payment step is automatically added / adjusted for each parent based on the settings you have applied.
6. After submission, EnrolHQ sends individual receipts to each Parent. As with all system emails, a copy of these are placed into the Comms Log for staff reference.
To help you, and for our follow-up automations, the Acceptance Workflow is not complete until both parents have signed and paid their respective acceptance fees. Offer - Open, Offer - Expired and Offer - Accepted are the 3 status' we use.
Published: 06 Apr 2023