Curious about the Round Robin feature found beneath the student edit? Allow us to explain further!
By default our system has "Round Robin" turned "ON" for all payments in the system.
- This is managed under student>edit>payments for each student:
- Our definition of "Round Robin" is two things:
- You don't need to select a card
- For example, if you initially book a plan without selecting a credit card or ACH/EFT payment method, but later provide the card or bank information, the system will still search for a payment method and charge the available payment option.
- A declined method will try other cards/accounts in the system once
- For instance, if there are two payment methods registered in the system and one of them is declined, our system will automatically attempt to find alternative methods and make a one-time trial to successfully process the payment.
- You don't need to select a card
- When to turn "Round Robin" OFF?
- If you have customers that have different payment methods for different plans or siblings (like multiple family members paying for different students in a family). This is also known as "split billing".
- Simply go to student edit>payments and select OFF.
- Remember, if "Round Robin" is turned OFF:
- You need to select a card with each plan.
- If no card is selected it will go as "unpaid".
- Only the card selected will be tried.