Customers Paying their Own Balances

If you wish to have patron's pay for course balances online, there are two ways to do it:

  • Via the Upcoming Courses button on the home page, which also allows the patron to indicate if they will be absent at the course
  • Using the Pay an Order Balance button that can be accessed from the home page or the shopping cart window

Diataxis: 
How To

Manage Course or Pay Balance via Home Page

If the user selects Upcoming Courses from the home page, they will be able to

Viewing Upcoming Courses

  1. After clicking Upcoming Courses, the patron will see a list of courses/classes that they are enrolled in. In the example below, there is an outstanding balance on some registrations.

    These are indicated with a button that says Add Order #xxx to Cart on the class that money is owed for.

  2. If the order is added to cart by the patron, the next page that is shown is the shopping cart containing the order (as shown below)

  3. Should the student end back up at the course list, if the button says In Cart, it means that the order has been added to the cart already and all the Student needs to do is checkout and pay.

Student Indicates reason for being absent

You can show your Students how to tell you that they will not be able to attend.

  1. From the Home page, they select Upcoming Courses which will provide a list of dates for the classes they are registered in.

  2. In the column called Absent?, if they click the X inside the brown circle, they will see a list of absence reasons they can select from. This list contains only those from code tables that are patron usable.

  3. After picking the absence reason, the student will see their current attendance history in the Absent? column. The student can clear or change any absence reason that is a button in that column. Any reason that is text is one that is set by the Instructor and is not patron changeable.

Pay order balances online (in general)

A payment for prior orders online follows the rules of applying a single payment for multiple orders
The feature is enabled in company preferences-->Web Options-->Carts & Checkout under the checkout grouping of orders
If you enable the feature, we suggest entering a useful comment in the order's external notes when you put the order on account.
If the student/patron selects the Pay an Order Balance from their online cart page or home page, they will see a list of orders as per the image below.

  1. The outstanding balance list shows all the orders containing receivables that the patron will eventually pay for at some time. The patron can pick one and Add to Cart.

    There are two conditions under which an order could appear on this window.

    • If the student was registered by an instructor online and they put the order on account
    • If the box office took a phone in or walk up order and put it on account -AND- indicated that the order balance could be paid online (refer to On Account payment on this page).

  2. When they do that, they will end up at the shopping cart, ready to continue shopping or to pay for the balance.

Diataxis: 
How To