News & Updates

Extend Enrollment Dates When Taking Payments

By Paolo Dona — Dec 21, 2010

NiftySchool provides a flexible way to track payments and enrollment.

Some schools make the students pay in advance, others require weekly payments regardless of the schedule, and others enroll students even if they have not yet paid.

To support this level of flexibility, payments are not strictly linked to enrollments in NiftySchool.
Although this is generally a good thing (you can use your own accounting solution to track payments), it has its drawbacks.

When you take a payment that covers two weeks, for example, you specify ‘covers from’ and ‘up to’ dates accordingly:

Then, go to the enrollments tab and update the enrollment end date:

This is a duplication of work that is both tedious and error prone.

You can now extend the enrollment dates directly when taking a payment. If the payment you are taking is meant to ‘extend’ enrollment dates, check the ‘update enrollment dates’ checkbox, and select the classes the student is paying for.

The system automatically proposes current enrollments, enrollments that are due to start, and enrollments that have ended in the past couple of months.

As soon as you click ‘Save & Confirm’, the selected enrollments’ dates will be updated.

What if I make a mistake?

If you take a payment and extend enrollment dates by mistake, you can always delete it. The dates will be rolled back to their original value, which is saved behind the scenes.

You can also rollback a single enrollment by clicking ‘update enrollment dates’ and un-ticking the classes that need to be rolled back.

If you do not tick the ‘update enrollment dates’ box, the enrollment dates will be left untouched.

It is also worth noting that the system prevents the most obvious mistakes:

• You cannot extend an enrollment and set an end date that is earlier than the current date.
• You cannot rollback an enrollment extension if its dates have changed since you took the payment.

In these special scenarios, you need to go to the enrollment tab and fix the enrollment dates manually.

We hope this helps you speed up your payments and enrollments tracking, keep your data neat and consistent.