Hi there,

I've published proration today. I know many of our clients on the new billing system have been waiting for this.

More great news is coming as I continue to improve and refine the new billing system, so stay tuned!

Proration In Enrollsy's New Billing System

IMPORTANT

In order for Prorating to work properly, you'll need to do the following:

1. Ensure the Enrollment Model indicates when the Program runs or if the pricing is on the Class, make sure the Class dates are set.
2. When applicable, modify or create your Holiday Calendar if you wish to exclude certain dates from the proration algorithm. In other words, exclude them if you don't want Holidays or Breaks to be included as part of the total cost that gets prorated.
3. Depending on where you have pricing set, you will now see a Prorating section in the Program or Class. Ensure the Prorating settings include all Charge Items you intend to Prorate. This includes those due at enrollment and those included in any Payment Plan.
4. As always, run through a quick test enrollment to verify that the settings you've configured are producing the desired outcome.

Here are some quick screenshots from the edit Program page you can follow:

When doe this Program run?

Make sure you update this section:

The New Holiday Calendar

The new Holiday Calendar lets you more easily add and name long breaks:

Prorating

Follow the simple language to choose how you want prorating to work.

If you need an additional explanation of how proration works, click the "View calculation example" link at the bottom.

The Customer's Proration Experience

When a customer enrolls after a Program or Class has started, or after a Scheduled Payment Plan Payment Event, they will now have the option to select the desired start date based on the settings you created. The start date they select will determine how much they pay at enrollment.

Customers select the first date they will attend:

You'll notice the total cost of the Program is crossed out in each Payment Plan, and the Prorated amount is displayed below.