How to create a linked payment

Automate charges by linking the current term with the next.

With linked payments, you can effortlessly turn first-time enrollees into loyal customers for your term classes. It's now 100 times easier to automate the process by linking two terms and enabling automatic billing.

Instructions:

1. Create your term class and add class dates and tickets.

2. Go to "Linked Payments" in Listing Management and click on "Add Linked Payment" at the top of the page. A popup window will open.

3. In the popup, search for the class you want to create a linked payment for.

4. Select the date and ticket for both the starting term and the linked term.

5. Enter the rollover date (format: DD-MM-YYYY) when the student will generate a pending transaction.

6. Enter the Payment Due Date (format: DD-MM-YYYY) when the student will be charged for the new term class.

7. Save your changes.

8. Your new linked payment will now be displayed in the Linked Payments section.

Related Articles:

• How to delete a linked payment?

• How to cancel a linked payment for a customer