Portal-wide payment settings will automatically cascade to all LMS Locations. However, because the LMS allows for Organizational Branding, you can further define which payment methods should be offered at each individual Location.
To modify payment options at the Location level:
Note: At least one Payment Method must be configured at the Portal and Location level in order for students at this organization to enroll in tuition-based courses.
Once an LMS has been configured to accept Credit Card and/or Direct Billing payments, administrators can begin adding tuition requirements to select courses.
All users will see the cost of tuition displayed as part of the course information. Students, or their enrolling supervisors, must pay the full cost of tuition in order to complete the enrollment process for this course.
Students can purchase LMS courses and other training-related activities in one of two ways: Direct Bill or Credit Card. For more information on the student experience, please review this document: Paying Course Tuition in the LMS.
LMS portal administrators or managers who Enroll Others or Approve Pending Enrollments for tuition-based courses must pay the full cost of enrollment on the students’ behalf in order to complete the process. Available payment methods are Direct Bill, Credit Card, or Both, depending on which have been enabled at the Location.
Students can expect to receive enrollment confirmation messages as usual, and will not be charged for launching or attending such courses.
When enrolling students from Locations where Direct Billing has been enabled, administrators can fill out the tuition payment form as described below, then click Complete Purchase to finalize their enrollments.
Note: Because invoices for this payment type are not processed through the LMS, Portal Administrators will rely on the standard financial report to collect and process billing information. If this is your preferred payment method, we highly suggest that you include a Purchase Order / Reference Number with every enrollment, as this field pulls into the Direct Bill report by default and can help with payment processing later.
To pay course tuition with a credit or debit card, complete the fields on the payment form as described below, then click Complete Purchase to finalize student enrollment.
Note: Tuition payments are hosted within the LMS, but are actually processed through PayPal as a third party vendor. This means that all payment issues, tax analysis, tuition refunds, and other payment-related information is subject to PayPal policy and procedure.
The LMS comes standard with tuition payment activity reports, one for each payment method. Use these tools for financial reporting or for generating and auditing payment records.
From the Left Navigation menu, click Reports. In the pop-up window, select from the “Course Reports” section either of these two options to start collecting data: