Enrollments

How enrollments work and a step by step on how to enroll students

To start invoices being automatically generated and sent on a recurring basis (depending on the program frequency), you will need to enroll the student in a program. Then, the automatically generated invoices will include the program(s) in which you enrolled the student as a line item(s) on each invoice. Enrolling a student will queue an invoice for the next scheduled billing cycle. To schedule an enrollment in the future, see Scheduled Enrollments.

To enroll a student:

  1. Click “Students" on the left sidebar
  2. Click the “Inactive” button next to the student's name. 
  3. Click "+ New Enrollment"
  4. Click the appropriate Program Header to expand the section, then click the check box next to the correct program/tuition amount. Note: Students can be enrolled in multiple programs of the same type (monthly, custom, or monthly dynamic) but should not be enrolled in programs with different program types (monthly & custom).
  5. Then click “Enroll.”  To verify the enrollment is correct, click on the student's name, and then the “Enrollment” tab, verify the description and amount are correct. 
  6. An invoice will be queued for the next billing cycle. If you wish to schedule the enrollment to start on a future date, see Scheduled Enrollments

Tutorial: https://www.iorad.com/player/25338/Matriculate-a-student

To edit a student's enrollment:

  1. Click “Students”
  2. Find the student.  
  3. Hover over the gear icon to the far right of the student's name. 
  4. Click “Change Enrollment" (the pencil icon). 
  5. Click "Current Enrollment" 
  6. Click the Program Header to expand the selection, and uncheck the desired selection(s). 
  7. Check the desired selection(s)
  8. Click "Save."

A new invoice will be queued with the student's new enrollment. If you wish to schedule the enrollment change to be effective on a future date, see Scheduled Enrollments.

Tutorial: https://www.iorad.com/5535/17858/Changing-an-enrollment

To cancel a student's enrollment (to stop invoices from being sent):

  1. Click “Students”
  2. Find the student.  
  3. Hover over the gear icon to the far right of the student's name. 
  4. Click “Cancel Enrollment.”  

Canceling a student's enrollment will cancel any queued invoices, it will not cancel unpaid invoices. If the unpaid invoices no longer apply, you can cancel the unpaid invoices on the student's "Invoices" page. You will not longer be able to send ad hoc invoices to a student who is not enrolled. 

Tutorial: https://www.iorad.com/5535/17871/Cancel-an-Enrollment