Envibe: How to process a credit to a Debit Plan an uncredited absence for Courses
Fundamentally, all enrolees of a Course are paying in advance for their sessions whether it be for an upfront term-based course, or for a continuous ongoing direct debit course. Therefore, when a student arranges a planned absence (course suspension) the enrolees are entitled to a credit, refund, pass or replacement session as they have technically paid for a class that they are no longer attending.
It is important to note, that it is best practice within Envibe to only complete crediting workflows the day after the student’s planned absence class takes place. This protects the business from the possibility of being out of pocket due to undeserved credit. This could occur if a customer plans an absence and then receives their credit/refund/pass or replacement session immediately (not recommended), but then the customer changes plans, moves class time, progresses or attends the session despite planning an absence. This causes an administration burden reversing the crediting workflows and may result in lost revenue.
Credit Direct Debit Plan
Based on what is configured in your sites policy, Envibe users can opt to issue a credit onto a debit plan for a Planned Absence. This can be done using the Bulk Credit tool within the dynamic list Uncredited Absences Session.
To bulk credit students that have planned absences:
1. Launch COURSES.
2. Click FUNCTIONS.
3. Click UNCREDITED ABSENCES.
Note: The student will fall onto this list the day AFTER the planned absence session.
4. Click BULK CREDIT.
5. Select Credit Type – Credit Debit Plan.
6. Select the applicable Site.
7. Select Date – this should match the of the Planned Absence e.g. 23/7/2020.
Note: once an applicable date is selected the affected student will pre-populate the list.
8. Click to Select the Student.9. Click BULK CREDIT.Note: The amount of the credit amount will match the student's per session amount.The ability to override the credit price is available should you need to create a bespoke price.
10. Review the contact Debit Tile to view the credit.
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