TRANSACT: Moving an enrolled child from Invoice payment to eDDR (automatic)

Where a family has already completed an enrolment form for their child with no eDDR (electronic Direct Debit Request) for auto payment of invoices via Transact, you may wish to request that they complete an eDDR. This may occur where a child

• becomes ineligible for a KFS or
• the enrolment form did not request include the payment setup step, or
• where a family is moving from one payment plan to another and your policy requires that the family complete an eDDR to do so

To support families to complete an eDDR without completing a new enrolment form there is a standard email template in EnrolNow that can be sent to the family. 

1. In EnrolNow One (Zoho) search for the child record and open the child record
2. Select "Send email" on the child record  
3. Select "Choose Template"  
4. From the EnrolNow Transact folder select the template called "Next Year - Payment Setup email" OR "This Year - Payment Setup email" (dependent on whether the request is relevant to this year or next year) 
5. Make any edits to the email content for relevance to the request to the family and click "send"

The family will receive an email with a link to your services Fee Payment agreement and the Payrix eDDR form where they will be able to add their payment details and agree to the Direct Debit Request. All subsequent payments due for Transact invoices will be drawn from the bank account.