Payments — Event Enrollments

Where to find it: Finance & Events card → Payments button → Event Plans tab → click View Enrollments on a specific plan

This is the roster for one Event Plan — every enrolled family, who they brought, and exactly where each of them stands on every installment.

What you can do here

• Read the enrollment grid
• Apply a discount
• Waive a late fee
• Cancel an enrollment
• Export the report

Read the enrollment grid

Each row is one family's enrollment: contact name/email, their students, then one column per installment showing a status pill — Paid, Pending, Overdue, Waived, or Cancelled — with the dollar amount, and any unwaived late fee shown in red. Paid/Owed totals run down the right side, and a sticky footer row totals everything across all enrollments.

Five summary tiles sit above the grid: Active Enrollments, Total Collected, Total Outstanding, and (only meaningful if the plan collects student gender) Male/Female student counts.

Apply a discount

Click the gift icon on a family's row:

1. Enter the discount dollar amount (must be greater than $0).
2. Optionally enter a reason.

The discount reduces what's owed across that family's remaining unpaid installments — it doesn't retroactively refund anything already paid. It shows as "Discount: $X" under their name going forward.

Waive a late fee

If an installment shows an active late fee, a waive fee link appears next to it. Click it, confirm, and the late fee is removed from that one installment.

Cancel an enrollment

Click the X-circle icon on a family's row, then confirm. This voids any remaining unpaid installments and frees up a capacity slot on the plan.

Note: Cancelling does not issue a refund for anything already paid — if a refund is owed, process it manually from Payment History.

Export the report

Export CSV, Export Excel, or Export PDF — each includes contact info, students, gender totals (if collected), per-installment paid/owed detail, discounts, and status, for every enrollment (not just what's visible on screen).

Field reference

Common questions

If I cancel an enrollment, do I need to do anything else? If the family already paid something, yes — go to Payment History and issue a refund manually; cancelling the enrollment only stops future installments and frees the capacity slot.

Does a discount apply evenly across all remaining installments? It's applied proportionally across whatever installments are still unpaid at the time you apply it — already-paid installments are untouched.

Note: A per-installment "record cash payment" checkbox may appear next to unpaid installments in this grid. If it doesn't complete successfully when clicked, use Fee Assignments → Record a manual/offline payment instead, which is the confirmed working path for recording an offline payment.

Troubleshooting

Related

• Event Plans — configure the plan itself
• Payment History — issue a refund for a cancelled enrollment