When setting up a Course Section (within either the Courses or ECFE module), the Recurring Charge feature allows you to charge the person being enrolled at the time of enrollment then charge them again automatically on pre-set future dates.
When creating a price using Recurring Charges, you select the gear tool to display the additional options. Select the check box for Recurring to display the required fields.
When you set up the Recurring Charge, you enter a dollar amount in the Registration Amount field. That is the amount the person is charged immediately upon enrollment (online or from the Admin side). The registration amount can be $0 if desired where they would not pay anything upon enrolling. You then set the amount that they will be charged on a recurring basis under the Recurring Amount field. There can only be one recurring amount to be collected (that dollar amount can't vary). In the Recurring Charge Dates field, you enter the dates that the automatic charges will occur separated by a comma (i.e. 1/1/2020. 2/1/2020, etc). Income range only applies for ECFE course sections.
When using this feature, you must select Yes or No to Require All Payments. Below is an explanation for that field.
If Require All Payments is set to Yes and a customer registers for a course after the first pre-set recurring payment charge date, they will be charged for the missed recurring payment at the time of registration (as well as any Registration Amount if applicable). In the example below, if a customer registers for this Course on July 11th (or after), they will be charged the $25.00 Registration Fee as well as $50.00 for the missed recurring payment on July 10th. They will then be charged the $50.00 again on August 10th and September 10th.
If Require All Payments is set to No, that same customer would be charged only the $25.00 Registration Amount. They would then be charged the $50.00 on August 10th and September 10th.
On the Admin side, staff can create a credit adjustment using Add Adjustment to adjust off of the enrollment any costs that you are pro-rating for that enrollment.
If there needs to be a change to the price set up for the course section, changing the price at the Course Section does not automatically change the price for those already enrolled. The new price structure would only impact those being enrolled after the change was made. Existing enrollments would need to be updated manually to reflect any new prices.
Course Section set up using the Recurring Charge feature