By default, payments made by parents in the Parent Portal are processed only when you generate the payment from within Jackrabbit. This gives you the opportunity to review the enrollment and fees before payments are taken. This 'err on the side of caution' approach, however, can occasionally cause confusion for your customers who may believe they've already made payment.
To avoid this, Jackrabbit gives you the option to require payment when parents enroll students in classes or events in the Parent Portal. Like purchasing an item online, the enrollment will not be complete until payment is successfully processed. This can help eliminate late payments and calls from parents while saving you time!
Require payment for new enrollments
Ensure payment to secure enrollment
Process payments during the enrollment process
Expand each section below for more information on requiring payment in the Parent Portal.
Settings to Require Payment in the Parent Portal
To require payment in the Parent Portal you must first be set up for ePayments in Jackrabbit. Learn more here.
There are several settings that control the ability to require payment in the Parent Portal.
|LOCATION OF SETTING||SETTING|
|Gear (icon) > Settings > Tuition & Discounting > Manage Fee Settings (Tuition Fee Settings)||By Class Fee Settings and By Total Hours Settings|
How do you want to post tuition when a student enrolls during web registration, quick registration, via the enroll button/links, or via the parent portal?
|Gear (icon) > Settings > ePayments > Manage Settings (Credit Card & Bank Account Settings) > Parent Portal Settings||Accepting Payments & Managing Payment Methods|
Can parents make payments through the Parent Portal?
|Gear (icon) > Settings > ePayments > Manage Settings (Credit Card & Bank Account Settings) > Parent Portal Settings||Shopping Cart Preferences|
Do you want to require payment upon checkout when parents are enrolling using the Parent Portal?
|Class Record > Summary (tab)||Exclude from requiring payment during Parent Portal enrollment|
|Events > Event Type > Summary (tab)||Payment Method Information|
Omit this Event Type from requiring payment during Parent Portal enrollment
Step Through the Checkout Process in the Parent Portal
Let's have a look at the parent experience when you require payment in the parent portal.
|1||The parent selects students to enroll in their desired classes and events and adds them to the cart.|
|2||The parent selects Checkout Now and the Cart is calculated.|
|3||They are then presented with a Cart summary detailing the fees and any discounts and taxes, if applicable.|
|4||The parent proceeds to the Make a Payment page where they can select from the payment methods saved in their Family record and submit the payment. Note: When the parent sends the payment, they are re-agreeeing to your organization's policies and agreements.|
|5||Payment is processed and a confirmation displays the details including the Transaction ID and an email confirmation is sent to the parent.|
|6||An Enrollment Summary displays the details of the enrollments and payment details. The parent has the option to print or email themselves a receipt. When the parent opts to email the receipt they will also be able to refer back to it in their portals, in the My Messages section; it is also recorded in the Family record > Misc (tab) > View Sent Emails.|
Frequently Asked Questions
Q. What happens if a card is declined?
A. If a payment is declined, the enrollment is not added for the student(s) and any associated fees are not posted. The payment must be successful in order for the parent to complete the enrollment checkout process. The parent will see a notification that there was a problem with the payment and will be returned to the Cart where they can checkout with a different payment method.
Q. What about other fees that the parent may already owe?
A. The payment only pays (processes) the fees in the Shopping Cart and the payment is linked to those fees.
Q. Is it possible to not require payment for a specific class or a specific event?
A. Yes, it is possible to set certain classes or events to be omitted from requiring payment. On the Class record > Summary tab select Exclude from requiring payment during Parent Portal enrollment to exclude payment processing for a specific class during Parent Portal enrollment. On the Event Type > Summary tab select Omit this Event Type from requiring payment during Parent Portal enrollment.
Q. What happens if a family has a credit balance on their account?
A. Credit balances on a family's account will not be deducted from the amount owed during enrollment in the Parent Portal.