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Financial: Settings

From your Financial: Settings, you can control miscellaneous financial settings including custom financial messaging for waitlisted enrollment options and how discounts and coupon codes are applied to enrollment balances.

To access your Financial: Communication settings, go to Admin > Campers > Financial: Settings.

1. Allow partial credit card refunds

By default, credit card payments must be refunded in full to the original credit card, through the original payment transaction (click here to learn how).

If you allow for "partial" credit card refunds, admin users would be able to create custom refunds for the amount of their choice (e.g. for only "part" of the original payment), to any of the family's saved credit cards. Click here to learn how to issue a partial refund.

2. Combine electronic payments on statement

If a credit card or checking account payment is assigned to more than one transaction category, choose whether to "combine" the payment into a single line on financial statements.

For example, the Paulson's made a $45 credit card payment on August 7th. $25 was assigned to the "Summer Camp" category and $20 to the "After School" category.

If the payment is "combined," the payment will display as a single line item for the full payment amount, like this:


If the payment is not combined, the payment will be broken down into separate line items for the specific amounts allocated to each transaction category:

3. Allow parents to pay more than the deposit amount when enrolling

This setting controls the "payment amount" options that parents can select when checking out on the enrollment form.

When this is set to No, parents can only select that they wish to pay the deposit at the time their enrollment is processed.

When this is set to Yes, parents can select that they wish to pay the deposit; pay the deposit + an additional amount; or pay in full at the time their enrollment is processed.

Important note: If you don't have a deposit configured, and this setting is set to No, parents will not be able to submit the enrollment form. To learn how to configure a yearly deposit, click here; to configure a deposit per enrollment option, click here.

4. If there are no payment schedules for a parent to select during checkout (either because they have expired, or because none have been created), should parents be permitted to check out by only paying the deposit amount?

This setting controls which "payment amount" options parents can select when checking out on the enrollment form if no payment schedules are available. Payment schedules could be unavailable because the parent is enrolling after all invoice dates have passed; or, because you don't offer payment schedules.

When this setting is set to No, parents can only select to "pay in full" at the time their enrollment is processed. The option to "pay deposit" will not be available.

When this setting is set to Yes, parents can select "pay deposit" or "pay in full" at the time their enrollment is processed. If they select to only pay the deposit, their remaining balance will not be placed onto a payment schedule since none are available, which means you can't invoice the family.

Important note: If this is set to No, and "Allow parents to pay more than the deposit amount when enrolling" is also set to No, parents will not be able to submit the enrollment form when there are no payment schedules available.

5. Message to display on enrollment form regarding waitlisted enrollment option payment processing

If you have waitlisting enabled, campers who request to enroll for waitlisted enrollment options will not be charged until an admin user manually processes the camper's enrollment (e.g. if/when space becomes available).

Here, you can customize the message that displays to parents when they checkout with waitlisted enrollment options selected, so they understand when their payment would occur.

6. 'Stack' enrollment discounts and coupon codes?

If a camper receives multiple percentage-based discounts (i.e. more than one enrollment discount; or receives an enrollment discount AND uses a coupon code), this setting allows you to control how those discounts are calculated.

When this setting is set to Yes, the camper's checkout balance is re-calculated each time a discount is applied, and each subsequent discount is calculated from the new (lower) balance. In this case, discounts are applied in the order they're ranked on the enrollment discount page.

When this setting is set to No, every discount will be calculated from the original checkout balance (resulting in higher discounts overall).

For example, say a camper's enrollment balance is $100, and he receives a discount for 25% off and another for 10% off, with the 25% discount ranked higher on the enrollment discount page.

  • When this setting is set to Yes, CampSite would apply the 25% discount first by calculating 25% of the $100 checkout balance, for $25 off. CampSite would then recalculate the camper's checkout balance as $75, and calculate the 10% discount from $75, for an additional $7.50 off.
  • When this setting is set to No, CampSite would calculate both discounts from the original $100 balance, so the camper would receive $25 off and  $10 off.

7. Coupon codes applied against balance or tuition plan only?

If a camper applies a percentage-based coupon code at checkout, this setting allows you control how much of their balance the coupon code applies towards.

When this setting is set to "Tuition plan only", the coupon code percentage will only be calculated from the tuition plan amounts (excluding any enrollment extras).

When this setting is set to "Balance", the coupon code percentage will be calculated from the total amount of tuition AND enrollment extras.

8. Coupon codes applied before enrollment discounts when stacking?

This setting only appears if "Coupon codes applied against balance or tuition plan only?" = Yes, to allow you to control how CampSite handles when a camper receives a percentage-based coupon code AND enrollment discount.

When this setting is set to Yes, the coupon code will be calculated first. The camper's balance will then be re-calculated minus the coupon code discount, and their enrollment discount will be calculated from their new enrollment balance.

When this setting is set to No, both the coupon and the discount will be calculated from the original checkout balance.

For example, say a camper's enrollment balance is $100, and he receives an enrollment discount for 10% off and also enters a coupon code for 25% off.

  • When this setting is set to Yes, CampSite would apply the 25% coupon code first by calculating 25% of the $100 checkout balance, for $25 off. CampSite would then recalculate the camper's checkout balance as $75, and then calculate the 10% enrollment discount from $75, for an additional $7.50 off.
  • When this setting is set to No, CampSite would calculate both the coupon and discount from the original $100 balance, so the camper would receive $25 off and then $10 off.

9. Require parents to 'Pay in full' for enrollment extras purchased after checkout

If your enrollment extras are configured so that parents are allowed to purchase them after enrollment, this setting allows you to control whether parents are required to pay in full for extras that they purchase later.

When this is set to No, parents will be permitted to checkout additional extras after their original enrollment and have the charges added to their account to be paid at a later time. If the family is on a payment schedule for that enrollment option, the charges will be included in the remaining invoices for that payment schedule.

When this is set to Yes, parents must submit full payment in order to checkout additional extras after their original enrollment.

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